While there are undoubtedly plenty of financial advisors, few have the firsthand experience and knowledge that Peter and his team possess. Our long-term career, starting in 1986, and the experience of Wall Street powerhouses Bear Stearns and Smith Barney led us to seek independence. In other words, we are not beholden to any particular investment company and bring over thirty years of experience to offer you fee-based investment management with fiduciary standards. We’re different as we work for the client, only offering advice. In contrast to working for a company that sells its products to its clients.