Our Mission Statement
Our mission is to provide a world class wealth building experience with a local personal touch. With over 40 years of combined experience, we know how to implement a strategic multi-generational plan for you and your loved ones that leaves a legacy for decades to come.
While providing an in-depth individual service, we also have the expertise to plan, implement and grow large corporate financial landscapes. Though we are located in Lehigh Valley Pennsylvania we service clients nationwide and even when they travel abroad. Melinda and Andrew look forward to servicing your every financial need.