Broker Check

Our Firm

Investment Financial Services, a boutique wealth management firm providing comprehensive wealth management services with an added specialization in retirement account accumulation and distribution. Clients are primarily individuals aged 55+ with investable assets of $500,000 or more and a net worth in excess of $1,000,000.

Our Pledge

We promise to:

  • Put your interests first at all times
  • Provide complete financial solutions for your current and future financial needs
  • Monitor financial plan and make adjustments as your situation evolves
  • Manage your investments with a focus on attractive returns, risk management, minimizing expenses and proactive tax planning
  • Adhere to the highest standards of ethical behavior and fiduciary responsibility
  • Consistently add value to our relationship by striving to deliver outstanding performance and first-class service