Investment Planning

What Is

Investment Management

The only proven asset management philosophy is the one that takes emotion out of the equation and relies on a long-term disciplined approach, protecting investments and doing away with unnecessary risk. Only once we understand your objectives, attitudes toward risk, return expectations and time horizon can we then calculate the rate of return needed to meet your objectives and determine the best portfolio strategy and investments for you. 

View the Rest of our Services

The only proven asset management philosophy is the one that takes emotion out of the equation and relies on a…
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Creating an effective financial plan also involves identifying and mitigating risk. Understanding your tolerance for risk – including those related…
Estate planning involves wealth preservation and the orderly transfer of assets during your lifetime or upon death. To do so…
who we are

Meet Our Team

JP Tantalo<small><br>CFP, RRC</small>

JP Tantalo
CFP, RRC

Investment Advisor
Reinaldo Correia<small><br> CFP, CPCA, RRC</small>

Reinaldo Correia
CFP, CPCA, RRC

Investment Advisor
Lori Correia

Lori Correia

Executive Assistant to Reinaldo Correia
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Contact Details

If you are interested in learning more, have any questions or want to work with us then please drop us a line, we would love to hear from you.

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