About Us

With nearly 100 years of collaborative investment experience in the financial industry, the advisory firm of Pierre Adams,  John Dalton, and Nicholas Danna possess the aptitude and experience that is necessary in a trusted advisor. We are committed to having the highest standards and values while keeping the focus on our most valuable asset, our clients.

We are an independent investment advisory firm that focusing directly on your goals and objectives. Our goal is highly customized to your risk tolerance. It is our goal and objective to provide comprehensive wealth management services with a concentration on preservation of capital. Our goal is to develop a long standing relationship with our clients in which we become the trusted resource in making important decisions.

Our mission is to assist you, our clients, in the accumulation of wealth for all life's goals as well as the preservation and growth of the wealth for future generations. We accomplish our mission by developing relationships with you and working together to achieve your financial objectives. In keeping your interest first and foremost, we provide straightforward, unbiased financial advice and a strategic approach to investment management.

We utilize a "personal investment management" approach giving you, the client, the individual attention you require. Our close partnership with you gives us a better understanding of how to address and implement your unique goals. Our commitment is to develop a long standing relationship tailored to your individual goals and to develop a specific financial plan to help you achieve those goals.