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At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Tom Leinwol

Tom Leinwol, CRPC™

Managing Partner, Financial Planner

(561) 556-9800

(561)249-2456

John Ruffa

John Ruffa

Managing Partner, Financial Planner

(561) 827-4176

Matthew Shields

Matthew Shields

Investment Representative

(561) 294-7090

Collin Lynch

Collin Lynch

Investment Representative

(317) 590-9010

Beatrice Cherette

Investment Representative

(561) 350-6438

(561) 249-2456

Roberta Sickerman

Roberta Sickerman

Financial Services Coordinator

(561) 386-4829

(561) 249-2456

Stas Politis

Stas Politis

Investment Representative

(561) 310-3579

(561) 753-9982

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.