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About Us

Your financial future is determined by the financial moves you make today.

Since as far back as I can remember, I have always had an affinity for finances. As a kid growing up in New York City, I was driven to learn the path to financial freedom — how to become the landlord rather than the renter; how to build a business that employs others; how to protect assets from life’s inevitable risks, and how to share this knowledge with my community.

Client Centered

Now that I have spent nearly 20 years in the financial services industry educating clients and fellow advisors on financial sustainability, I know that everyone has to create their own path. But in order to do so effectively and efficiently, financial education is crucial.

My team is your guide to financial freedom. We help each client implement sustainable, tax-efficient growth and wealth accumulations strategies tailored to your unique situation. Our white-glove service and sophisticated planning techniques provide actionable steps to help you achieve the future you desire without the uncertainty of whether you are doing the right thing.

We have a small, family firm feel while offering large firm access that allows our clients to thrive.

Reach out to see what financial moves you should consider making today!

Contact Hector