In uncertain times, calm and, steady guidance informed by years of experience is
the key to success. Over the years, we have abided by this philosophy to successfully
navigate our clients toward financial success and a lifetime of security. Simply, we deliver
quality performance through sound advice, and endeavor to treat every client as if they were
our only one. That's why our clients trust us - because that's the way it's done Up North. Let us
introduce you to a new way of finding financial security - through a personalized, trusting
relationship coupled with sound financial strategies and products.
As your financial advisor, we're expected to make decisions about your money based on the
highest degree of scrutiny. You can be assured that we use the same approach when choosing
the products and services we employ to help meet your financial objectives. This is why we've
selected Fidelity Investments as our custodian. As your custodian, Fidelity will have the legal
responsibility of securing your assets, and providing you with account statements, online access
to your account, additional security insurance protection, and all the other basic account functions
you have come to expect and use.
View our Client/Customer Relationship Summary Document
Clearing, custody, or other brokerage services may be provided by National Financial Services LLC, or Fidelity
Brokerage Services LLC,Members NYSE, SIPC(www.sipc.org).