R. Paul Moroukian, CFP^{^®}

Wealth Manager

We take pride in knowing that we have helped our clients negotiate the challenges of an ever-changing economic environment. Whether it's providing an investment plan for college funding, retirement planning or overall wealth building we are committed to helping people just like you pursue their financial goals. We will work closely with you and once we understand your risk tolerance, time horizon and goals we will work diligently to develop a program that balances investment strategies that seek to provide the appropriate level of growth, income and preservation of principal. We invite you to check out the material on the website and, if something prompts a question, please don't hesitate to email one of us or call our office.