Jeff Secord, CFP® and Sean Craig provide comprehensive financial, personal planning and investment management services for affluent individuals and their families.
Thanks to our era of affluence, many people have more money than they ever dreamed of…but, find themselves faced with a complex global investment environment, an intrusive tax system and a paramount need to preserve wealth for themselves, their families and their communities.
Our mission is to create and maintain wealth for our clients through long term effective asset management which is to align with each client's personal goals and risk tolerance. We will build client relationships based on trust, competent professional advice, continual communication and prompt personal service. We will assist our clients in setting financial goals, monitoring these goals and keeping them informed of the process and achievement of these goals.
Our success is based on our avid commitment to both service and research. We have equipped our business with the most advanced technology available in the financial service industry and utilize our capabilities to the fullest. These investments in our business have allowed us to give our clients the intensely personalized asset analysis, allocation and investment service.
Our affiliation with Investment Planners, Inc. and IPI Wealth Management gives us a great back- office team, top professionals to collaborate with and access some of the best platforms in the financial services industry.
Thank you for visiting us in our virtual office, and don’t hesitate to contact us for a real life meeting.
"Most people don't plan to fail: they fail to plan." John L. Beckley
“I’m not so smart. I just stay with the question longer.” Albert Einstein
"Make your next move an excellent move !" Jeff Secord