Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Flagship Harbor Advisors, a registered investment advisor. Integritas Financial Advisors and Flagship Harbor Advisors are separate entities from LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents in the following states: Massachusetts, New Hampshire, California and Colorado.
With more than a decade of experience managing investments, including through the 2008-9 downturn, our professionals specialize in
financial advising and investment management.
Our strategies seek to grow and preserve your investments in all market conditions. We offer clients unsurpassed support in working towards their financial goals and objectives.
We monitor your financial performance and adjust your investment strategy to address
your risk tolerance, current situation and future needs.
We work with you to assess your unique financial situation, define your investment objectives and risk tolerance, and identify ways to pursue your financial goals.
TRUST - We work hard to build trust and serve clients with a fiduciary standard of care, to act at all times in our clients' best interests above all else.
VALUE - There are no hidden fees for advising services. Brokerage fees are fair, competitive and
reasonable given the unsurpassed customer support you can expect.
PERFORMANCE - We design
our portfolios to seek consistent returns over both long-term and short-term horizons. We help clients stay on track in pursuing their financial goals in a turbulent investment environment.
We develop a financial strategy tailored to your needs. We create a balanced and diversified
investment portfolio that will work towards your financial goals.
We partner with you through the implementation process from start to finish. We give you support and reassurance every step of the way.
Your Trusted Guide to a Better Financial Future