Before your first meeting with me, I wanted to share some thoughts with you. These are my beliefs and it’s important for you to know a little bit of who I am as a Financial Advisor.

Every day I see the modern consumer wanting quality and value, they want to be engaged, asking tough questions and demanding accountability. To me, it’s people taking ownership of their lives and I encourage it.

When it comes to managing your hard-earned money, it shouldn’t be any different and I believe in an approach to financial management that reflects those same values.

I want to support your involvement. That doesn’t mean you have to be the investing expert, but it does mean you’re encouraged to ask the questions that matter to you and get straightforward, honest answers. I believe you deserve a comprehensive explanation of the recommendations you receive, the rationale for them, the risks involved and why one solution may be more appropriate than another for you. You also deserve to have a clear and complete picture of what you’re paying.

I also believe in having access to world-class investment insights and commentary from leading asset managers across the industry. It is my role to lay out an investment strategy designed to meet your goals which reflect your comfort with market volatility. I want to provide all of that without sacrificing value, because with investing I know costs matter.

The result? It’s a partnership, you have a deeper sense of involvement with your money. You fully understand what you are doing in an effort to grow and protect it. Ultimately, you’re more confident in your financial future and I am there to help you along the way.

For the past 17 years, I have grown to love what I do and my clients are like my family. I share in their happiness, their life events and their sorrow. I look forward to our first meeting and I share with you a passion on starting a new journey by creating a new partnership.


Mark Sharifi
President & Founder