We are a team of financial planning professionals who provide integrated wealth management services which allow our clients to feel more secure about their future. This experience results from our Unique Process, which we call Giving Your Wealth Purpose™. Through this Unique Process, we learn your values and goals to develop a plan customized for you.
We are committed to excellence and strive to deliver more than we promise. We align our values of commitment and integrity with your family’s goals.
We show that we care by acting with empathy, understanding, and a desire to serve.
We are honest and we do the right thing using principles which include attention to detail, sound processes, and pride in our work.
We lead by example with courage and honor: embracing our work, speaking truth, respecting others, and demonstrating good character.
We are responsible for the work we deliver and work to communicate with our clients, our team, and related co-professionals at all appropriate times.
We are a commercial enterprise and have the privilege of becoming our clients trusted advisors. We value the responsibility of serving and advising our clients.
Now through our new, mobile-enabled website you can reach each of our brokerage partner’s Log-In portals effortlessly for easier access to your investments.
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THE SYSTEMATIC APPROACH
Our Mission Embraces Your Future
Our team of wealth management professionals will earn your trust by understanding your unique goals and circumstances. We will help you answer two critical questions.
Where are you heading?
Planning your future is a journey. As your trust advisors, we are committed to traveling this road together with you and your family. We give your wealth purpose so you and your family can lead impactful, meaningful lives.
How will you get there?
Through our Unique Process, we follow a systematic approach using multiple planning deliverables, tactical asset management, disciplined asset allocation, needs and risk analysis, a systematic review process, and an accessible responsive staff.
Contact us today to start a conversation about Giving Your Wealth Purpose™.
Registered Branch Address at 3101 Emrick Blvd., Ste 315, Bethlehem, PA 18020.
Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services and Financial Planning offered through Vicus Capital, Inc, a Federally Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Cetera and its representatives do not provide tax or legal advice.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com.