Our managing partners, Kenneth Bertucci and Lenny Labiche, have provided investment guidance to clients for more than 45 combined years.  Their hands on approach to financial planning has allowed them to create investment strategies to help investors pursue all of the financial challenges in today's environment. 

Both partners began their careers many years ago at one of the largest, well known wirehouses, where they successfully built many trusted relationships with their clients.  It was this trust at the foundation of their decision to look for a better, more effective way to service their clients.  After many months of research and due diligence, Kenny and Lenny decided the only way to truly serve as a trusted advisor was through an independent broker dealer. 

An independent firm offers no proprietary investments, meaning, client's interests are always paramount.  Thus began their working relationship with LPL Financial, the nation's largest independent broker dealer*, where they have continued to serve client's needs over the last two decades.  Each and every day, our firm and our associates are driven by an unwavering commitment to the stewardship of our client's assets.

*Based on total revenues, Financial Planning magazine June 1996-2020