Broker Check

1

Consultant

36

Years of experience

1

Local Office

"Always Moving You Forward... Never Letting You Fall Behind." 

Manage Your Money with Confidence

Manage Your Money with Confidence

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.


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What We Bring to the Table

What We Bring to the Table

We can help take the mystery out of preparing for today and tomorrow. 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.


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What We Offer

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. 

Tax-Advantaged Investments

Investments Management

Retirement
Management

...And
More!

Tips and Resources

The latest topics in our library to Inform and Inspire.

<p>5 Smart Investing Principles</p>

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.
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<p>Can Group, Private Disability Policies Work Together?</p>

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
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<p>5 Smart Investing Strategies</p>

5 Smart Investing Strategies

Getting what you want out of your money may require the right game plan.
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Our Expert

Scott M.  Lask

Scott M. Lask

Owner & Chief Investment Officer

845-774-2745

845-774-2746

Learn How We Can Help You

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