Since 2008, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. We value our client's trust and is why we became fiduciaries. That means fiduciaries have to act in the client's best interest. Suprisingly, not all financial advisors are fiduciaries which is why you should work with a firm that's puts your needs first. You can count on unbiased recommendations and impartial guidance.
Philip Mascherino began his investment career in 1999 at The Vanguard Group and transitioned to Wachovia Bank working with Evergreen Investments as a Performance Analyst. Ten years later, he became a financial advisor and has been helping clients ever since. Philip loves to travel to different countries, play guitar, learn the Korean language and cook good Italian meals. Philip's focus with investments are companies with disruptive innovation in conjunction with socially responsible behavior. He is interested in industries shaping the future such as DNA sequencing, energy storage, robotics, artificial intelligence and blockchain.
We offer all the major carriers to ensure we provide you with the best plan possible.
Annuities can have a place in your retirement plan in the right situation. Talk to one of our experts to learn more.