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"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>Perception vs. Reality</p>

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
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<p>Money that Buys Good Health is Never Ill Spent</p>

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.
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<p>5 Things That Seasoned Travelers Are Doing (That You're Not)</p>

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.
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Our Expert

Scott M.  Lask

Scott M. Lask

Owner & Chief Investment Officer

845-774-2745

845-774-2746

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