We are an unconstrained global, “go-anywhere” tactical
Advisory Service that is Benchmark agnostic.
Wealth Management
We implement long-term investment strategies that enable our clients to generate consistent, stable returns regardless of day-to-day market activity.
Cash Management
We work with our clients to understand their needs, to save and invest for the long term and then we develop the right strategies to help them get there.
Trust and Estate Planning
Our long-term approach for our clients investments, is to ensure that we keep as much of our clients’ money working for them and their heirs for as long as possible.
Insurance Planning
Insurance is an important element in a sound financial plan.Plan. Protect. Preserve.
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Our Team
Greg Calpakis, CFP®
As an Investment Advisor and Certified Financial Planning Professional: Greg address the...
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Litza Anderson
Litza is responsible for providing estate planning guidance to Estate and Trust...
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