Here you will find several interesting, important and helpful documents/links related to your financial endeavors.
WHAT IS A CIMA® DESIGNATION?
A detailed description of what it means to have and use a CIMA® certified professional.
CONCIERGE WEALTH MANAGEMENT AS UNIQUE AS YOU
An overview of our firm, our associates and our unique approach to serving our clients.
INSTITUTIONAL CONSULTING SERVICES
Our Institutional Consulting Services are designed to give clients objective guidance.
FINRA - FINANCIAL INDUSTRY REGULATORY AUTHORITY
Access the regulatory background of your financial advisor.
SECURITY AND EXCHANGE COMMISSION
A link to the Security and Exchange Commission home page.
WHY TACTICAL ALLOCATION?
A long-term perspective of the Dow Jones Industrial Average since 1896 reveals the reality that there are extended periods of time in which the US equity market will trend generally upwards, and also lengthy periods of time where the market will instead stagnate or move generally lower.