Our Difference

From market shifts to major life milestones, we will meet you where you are - in just the way you choose - and work with you to get where you want to go. That’s advice, your way.

Flexibility

Juggling schedules and trying to get family together in one place or getting financial advice for your wealth management questions shouldn’t be stressful. That’s why we’ll meet you on your terms, be it one-on-one online, in-person, or on a group video call with everyone in your family – unrestricted by regions and time zones.

Personalized Advice

Planning is personal. We provide different levels of service that you can choose from – so you get what’s most effective for you. We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealth management advice, or anything in between.

Engaged Relationships

Communication is integral to how we work with you. We will review, adjust and adapt your plan based on your engagement preferences, and we’ll stay connected with you – through your channels of choice.

How we work

My Team

25 Years of Experience

Financial Advisor

Brian Fredericks

Our Team

Terry

“I just want to let you know that I got my statement to March 31st/2015 and I’m so happy. I want to thank you so much for looking after me. Can’t believe I’m taking money out and still getting more. You are doing so well for me. I’m always afraid to run out but things are looking great. Thanks again so much for everything.”

Helen

“I really appreciate your time spent in explaining in great detail my options going forward for growth in my investments. It really helped me to make a wise decision in selecting the best option so that in my later years I do not have to worry about running out of income. Thank you again and I really do have the best financial advisor in the world.”

Mary Ann

“I just wanted to say how lucky I am to have you not only as my wise financial advisor, but a friend too. You always have my best interests at heart. Thank you for your passion, for your craft, your compassion, your warmth and also your sense of humor. I again thank my lucky stars.”

Chris

“I am very pleased with my investments, and they allow me to live the life I want." "Thanks so much for all your good advice and pro-active thinking on my behalf! What would I do without you!!" “It happened! It may not be true today, but as of March 31st I was a millionaire!! WOW! Thanks, Brian, for your great advice and ongoing guidance.”

Diane

I would like to take this opportunity to say thank you and let you know that I greatly appreciate the time that you devote to looking after my financial portfolio. It is a great feeling to sit back and give this responsibility to someone who is an expert in this field, but an even better feeling to know that the decisions are well thought and personal to my family’s needs. When you make suggestions about the portfolio, you know exactly what would be suitable for us, you make informed decisions and explain it in layman terms. It feels like we are your only client, although I know this not so. Thank you for the 20 plus years of your service. I look forward to many more.

Advice your way

Because you want to grow more than your portfolio

HUMAN CENTERED ADVICE

Our Difference

Flexibility

Personalized Advice

Engaged Relationships

The Value of Advice

My Team

25 Years of Experience

Insights

It's time in the market that matters most

Recession Fears, Market Sell-off - Key Questions for What Comes Next

Insights in 5: Data Will Drive Economic Policy Forward

Terry

Helen

Mary Ann

Chris

Diane

Work With Our Team