Broker Check

Contrasts version 2016

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                      Please call (215) 238-0212 or email

We ARE About

  • Having a well defined wealth management process which emphasizes advanced wealth planning.
  • Being available by phone 7 days a week.
  • Emphasizing a fee based investing approach.
  • Realizing that your time is important to you so we drive to you for meetings.
  • Investing in 5-6 asset classes vs. just stocks and bonds for diversification.
  • Sitting down with you and going thru a process of collecting a significant amount of data and reviewing it with you, your accountants and your attorneys.

Being specific regarding the tools and strategies we use, ensuring they are germane to each client situation. 

  • Spending 50-200 hours in the first year analyzing your financial picture.
  • Client retention ratings of >99% since inception.

Who We Are NOT:

  • The firm with 200 clients or more.

Our financial plans ARE NOT investment plans with cash flows and simplistic imputed rates of return.

  • Gatherers of assets.
  • Stock pickers or having insurance be the answer to every challenge
  • The 1 meeting per year firm where you drive to see us and you return two phone calls/year.
  • About just investing or just investing in stocks or bonds.
  • About putting you into 6 proprietary mutual funds or about quotas.

*A diversified portfolio does not assure a profit or protect against loss in a declining market.

Investments in securities do not offer a fix rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested.  No system or financial planning strategy can guarantee future results.  Therefore, no current or prospective client should assume that future performance or any specific investment, investment strategy or product will be profitable.