Broker Check


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 solutions for your financial lifestyle needs, both for today and all of your tomorrows.
  • Manage your investments with a prudent long-term perspective and with the goal of providing a successful investment experience.
  • Adhere to the highest standards of ethical behavior and fiduciary responsibility.
  • Consistently add value to our relationship by striving to deliver outstanding performance and service.
  • Communicate candidly with you about any and all risks associated with the investment process, as well as the potential rewards – always keeping these two in proper perspective.
  • Maintain highly effective controls designed to protect your assets and confidential information.
  • Employ and work with skilled and professional people equally committed to first-class client service.