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Our mission is simple: to provide personalized investment advice that helps minimize your financial concerns and maximizes your asset protection.

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The foundation of your relationship is a precise, disciplined approach to successful long-term investing. We combine investment strategies with the agility needed to take advantage of timely opportunities.

Our philosophy is designed to apply a thorough comprehensive approach to financial planning.

-Wealth Management

-Capital Advisory Services

-401k Services

-Insurance Services

We utilize cutting-edge technology to help you stay in control of your collective financial picture and promote salient methods for reaching your goals. We understand that offering a competitive and truly beneficial retirement plan for employees is vital to a company’s ability to retain valuable talent.

 

Forbes Top 50Five Star 2013Five Star 2012Five Star 2011Five Star 2013
Sources:
http://www.forbes.com/special-report/2013/top-50-wealth-managers.html

http://www.fivestarprofessional.com

http://www.investorscapital.com/company/BDotY.aspx

 

National Television, Radio, and Education

Appearing on radio, television and featured speaking events in every major city in the United States. Our founding partner Brett Machtig appearances include, CNBC’s “Your Money,” PBS’s “Financial Freedom,” CNN’s “ Financial Update”, and numerous local news and morning shows which have all been catalyst in helping Brett come to build a comprehensive educational asset management firm. Brett spent his time listening to individuals stories and concerns on financial matters that affect all aspects of life. Brett’s education and dedication to driving it home that each person holds the key to personal financial wealth is within themselves; he can help you discover the key to unlock the power you have within.

 

We are here to help

Can we answer a financial question for you?