facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Our Partners

Registered Investment Advisor - Vicus Captial

Vicus Capital is a boutique investment management and advisory firm.  They specialize in the design and implementation of comprehensive wealth and security strategies on behalf of financial advisors to help investors accumulate, protect, and transfer wealth. Our clients can access their accounts 24/7 through our Client Portal.

Broker/Dealer – Cetera Advisor Networks LLC

Cetera Advisor Networks is our Broker/Dealer from which our clients hold Mutual Funds, Annuities, and Brokerage Accounts.  Our clients can access their accounts 24/7 through our Client Portal.