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You Belong At The Center of Your Portfolio

We believe in creating sound financial strategies that help you successfully reach your goals.

Our Strategy

Welcome to legacy-driven strategies that put you in the driver's seat.

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Our History

Our decades of experience may help direct your financial future. We pride ourselves on being an integral part of our clients' lives.

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Our Values

Honor. Integrity. Commitment. Our values are at the forefront of our practice and guide every decision we make.

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Your Future is Our Future

Your Future is Our Future

A sound financial strategy is essential to one's financial future. We'll work with you to build a road map centered on your goals.

Work Smart

Work Smart

We take pride in using data-driven strategies to help you take control of your financial life.

Our Team

Alex Mazika

Alex Mazika

Financial Professional

401-353-9300

Andrew Liss

Andrew Liss*

Investment Advisor Representative & Managing Director.

401.228.8811

Andrew Gold

Andrew Gold

Financial Professional

401-390-6531

Bryan Hoffman

Bryan Hoffman*

Financial Advisor

203.505.9654

Christopher Pelletier

Christopher Pelletier

Financial Professional

401.595.0194

Colin Lord

Colin Lord*

Office Manager and Registered Representative

401.228.8804

Corey Lamirande

Corey Lamirande

Financial Professional

401.304.4409

Denese Edwards

Denese Edwards

Financial Professional

401-499-8462

Heriberto Gonzalez

Heriberto Gonzalez*, CPA

Registered Representative

401.228.8806

Jonathan Ayer

Jonathan Ayer*

Financial Representative

508.557.7515

Jonathan Sanchez

Jonathan Sanchez

Financial Professional

401.622.8126

Jonathan Leuchs

Jonathan Leuchs*

Financial Advisor

347.216.0297

Joseph Botelho, Esq.

Joseph Botelho, Esq.

Financial professional

508-801-0689

Joshua Gorra

Joshua Gorra*

Founder

(401) 228-8803

Nick Pacheco

Nick Pacheco

Financial Professional

401.529.1478

Ryan Oldmixon

Ryan Oldmixon*

Financial Advisor

(401) 301-0314

Ryan Lambert

Ryan Lambert

Financial services professional

978.914.0774

Shawn Thimas

Shawn Thimas

Financial Professional

774.707.0258

Tim Legere

Tim Legere

Financial Professional

781.258.9400

Download Our Estate Strategies: Critical Elements of an Estate Plan Ebook!

Taking steps to help protect your estate is a financial imperative. Luckily, we're here to help. This ebook outlines the critical elements to consider as you explore your estate strategy.

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