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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

Andrew  Liss

Andrew Liss*

Investment Advisor Representative

401.228.8811

Chris McVay

Chris McVay*

Relationship Manager & Registered Representative

401.228.8805

Colin Lord

Colin Lord*

Office Manager and Registered Representative

401.228.8804

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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