Comprehensive Planning & Management

We have decades of experience and have worked for some of the largest insurance, banking and investment firms in the country.

We believe investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with an independent, trustworthy representative who has a clear understanding of their needs.

By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, our office maintains a constant commitment to putting service first.

We prefer to work in a fee based model that puts our interests in line with your own. Enjoy knowing that pro-active moves generate results not commissions. Minimum investment is $100,000

We are currently licensed for business in AZ, CA, FL, IA, IL, IN, NC, OH, TX, WI and WY
Secutities offered through LPL Financial, Member FINRA/SIPC

• Fee Based Advice vs. Commission
• Comprehensive Portfolio Construction and Review
• No-load mutual funds, ETF's, stocks, covered calls and more
• High Grade Corp and Muni Bonds vs. Bond Funds
• Life Insurance and Long Term Care Insurance & Estate Planning

• Peggy Boris
  LPL Financial Advisor
  Phone: (262) 242-4200
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• Ryan Gray
  CFP, LPL Financial Advisor
  Phone: (262) 242-4200
  Send an Email
• Jeri Powalish
  Office Manager
  Phone: (262) 242-4200
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• John Richmond
  ChFC, CLU, LPL Financial Advisor
  Phone: (262) 242-4200
  Send an Email
• Matthew Richmond
  MBA, LPL Financial Advisor
  Phone: (262) 242-4200
  Send an Email

On Mequon Rd just East of 76 (or Wauwatosa Rd) in the red-brick Mid-State Insurance Building on the South side of Mequon Rd