Investment Management ☕︎ Financial Planning ☕︎ Risk Tolerance ☕︎ Tax Optimized Accounts ☕︎ Individual Stocks ☕︎ ETF's (Exchange Traded Funds) ☕︎ ESG Investing (Environmental, Social, and Governance Awareness) ☕︎ Individuals and Businesses ☕︎ 401k, IRA, ROTH IRA, UTMA, 529 Plans, SIMPLE IRAs, Profit Sharing Plans, Living Trusts, etc.