You Know Where You Want To Go,
Let Us Help You Get There.
Everyone’s dreams and circumstances are unique. With over 30 years of industry experience, we have been able to develop a comprehensive process to uncover and address your dreams and concerns. A successful partnership means getting to know you first and working with you to put together a financial
roadmap to help you pursue your goals.

Our Firm
As an independent firm, we are committed to offering complete objectivity and unbiased advice.

Our Services
We offer a full range of investment and financial services and have access to a wide array of solutions.

Health and Wealth Book
A Comprehensive Guide to Health and Wealth Management.
By James M. Luongo, CLU, ChFC

Resource Center
Our resource center offers a broad spectrum of informative articles, videos and presentations written with you in mind.