
Helping Dental Professionals Build Financial Independence Since 1997
Who We Are
32 CFP® / ChFC®
and 4 CFA®
and 4 CFA®
Comprehensive team of advisors assigned to you to help make a plan that works for you
More than a century of collective experience in public and private markets
A battle-tested group that has navigated 5 major market corrections
6 former Chief Investment Officers assembled from
large investment firms
large investment firms
Capital Markets Review
In this edition first digital edition, you'll find:
- A brief recap of key financial market developments in 2024
- A look at what current stock prices suggest about earnings growth expectations
- An overview of how we're positioning portfolios in today’s environment
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Investment Management
Build, Protect, and Compound Your Wealth
Who We Serve
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