Broker Check

"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.


Learn more
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.


Learn more

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>Comparing Mortgage Terms</p>

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.
Learn More
<p>Assess Life Insurance Needs</p>

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.
Learn More
<p>Will Power</p>

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Learn More

Our Expert

Scott M.  Lask

Scott M. Lask

Owner & Chief Investment Officer

845-774-2745

845-774-2746

Learn How We Can Help You

Schedule a Meeting