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Put Our Team and Experience To Work For You


One of our team’s guiding principles is to empower our clients with knowledge so they can make informed financial decisions.  However, today’s investors need more than information.  It takes the assistance of professionals to put information into context; to know you, your needs, and your stage of life; and to identify understandable and relevant strategies that complement your goals.        

For many just the thought of planning can be overwhelming.  Our commitment is to be sensitive to each client’s individual needs as they gain confidence, understanding and control over their financial decisions. 

Jeffrey Trugman, CFP® and the entire team have been providing guidance to families, business owners, and individuals for over 30 years.  We make it a priority that each of our advisors is intimately familiar with our client’s unique financial circumstances, goals and objectives.  This level of understanding and support is the cornerstone of our practice.  Rounding out our team, David Choit and Bryan Trugman collectively bring unique skills and experiences to enhance our team’s capabilities to better serve the specific needs of each and every client.