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Our Philosophy

For our clients, preservation of wealth is the principal, fundamental piece of their financial well-being. The success or failure of their investment portfolio is closely linked with their most deeply held dreams and aspirations. While we believe investments are an important piece of your financial life, we also know there are other vital areas that must be addressed to ensure that there are no gaps in your total financial picture.

From insurance coverage to tax mitigation to estate planning, we work with our clients to implement a wealth management plan that incorporates every important financial need, including those that are frequently overlooked. This comprehensive approach is designed to give you peace of mind, and help you progress toward your financial goals.

When it comes to your investment portfolio, our Structured Investing philosophy combines extensive research from renowned academics and economists with practical application and experience.

Click here for our Structured Investing brochure.

Alan WerbaManaging Member
Aaron Rubin Senior Wealth Manager
John Pfahnl, Jr. Investment Advisor Rep.
Pamela Hedblad Investment Advisor Rep.
Marlene Bass Executive Admin. Assistant
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Securities through Loring Ward Securities Inc., Member FINRA/SIPC #10-086 (04/10)

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