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Let Knowledge Not Fear, Provide a Protective Cover to Preserve Your Principal and Allow You to Grow.

Retirement approaches but you still need growth to offset inflation, don’t let fear keep you from growing.

No Fear

Getting Close to Retirement

As we grow closer to retirement or already retired, our hope is to enjoy many more years of our best living. How can we grow to keep pace with inflation without risking our principal?

Testimonials on

Growth & Safety

Muffy Clark Gill

Joe Vergo

Robert Patton

Bob Cahners

Gary & Carolyn Greenfield

Joan Weinberger

Client Since 1993

Larry Lancit

Gary & Carolyn Greenfield

Dennis on the Naples Money Managers'

Investment Philosophy


Comprehensive & Selective Money Management

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In it for the long-term

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The Power of

The "Double Income Portfolio

Discover The Power of Mapato

We’re here to help, Let us.

Talk to Us

Please feel free to contact us. We’re super happy to talk to you. Feel free to ask anything.