If you had a dollar to invest, where would you put it right now? Based on your risk parameters, current market dynamics and goals; we will allocate to your needs.

We actively manage portfolios (on different levels) to best serve our client's financial goals; with plans and strategies in place in ever-changing scenerios.

We then put together the allocation that fits the risk of the portfolio; from low to no cost ETF's, insurance, mutual funds all the way to individual stocks - we build it for you.

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707-303-7000

765 Baywood Drive Ste. 147  | Petaluma, CA 94954

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through SLR Asset Management, LLC, a registered investment advisor. SLR Asset Management, LLC and SLR Financial are separate entities from LPL Financial.

 

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