<strong>We Work For You.</strong>

We Work For You.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.

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<strong>Our First Priority? You.</strong>

Our First Priority? You.

Our business is built on a foundation of thoughtful client relationships.

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Download Our Estate Strategies: Critical Elements of an Estate Plan Ebook!

Taking steps to help protect your estate is a financial imperative. Luckily, we're here to help. This ebook outlines the critical elements to consider as you explore your estate strategy.

About Us

About Us

Years of experience have prepared us to guide you through life's transitions.

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Our Team

Our Team

Our advisors are ready to evaluate and support all your potential investments.

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Our Philosophy

Our Philosophy

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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J.P. Hamlett, Sr.

J.P. Hamlett, Sr.

Senior Managing Partner, CEO

(213) 765-0899

(323) 345-5089

Gregory Sneed

Gregory J. Sneed

Senior Financial Consultant

(213) 765-0899

(323) 345-5089

Sue Chung

Senior Financial Consultant

(310) 274-5979

(323) 345-5089

Michael Griggs

Michael A. Griggs

Financial Consultant

(213) 765-0899

(323) 345-5089

Alina Aloian

Alina Aloian

Financial Consultant, Medicare Specialist

(213) 765-0899

(323) 345-5089

Lolita Justice

Lolita Justice

Employee Benefits Specialist

(213) 765-0899

(323) 345-5089

Thelma Zambrano

Thelma Zambrano

Employee Benefits Specialist

(213) 765-0899

(323) 345-5089

Adrianna Mariano

Sales Assistant

(213) 765-0089

(323) 345-5089

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin