About Us

Managing wealth demands a strong, focused team of advisors who can deliver a diverse range of skills, resources and expertise. Our corporate partner, LPL Financial, strengthens our ability to help accomplished individuals, families and business owners pursue their personal and financial goals. We leverage innovation and experience across the organization to create financial strategies tailored to your unique needs and goals.

Our Independence Is Your Advantage

We recognize the importance of our fiduciary responsibility to provide you with prudent investment management and unbiased advice. As independent advisors we focus solely on serving your needs and acting in your best interest at all times. This provides you with the confidence you seek to pursue financial success on your terms.

  • We have no obligations to investment product manufacturers and no cross-sell quotas or home office directives that may lead to conflicts of interest. Instead, we spend our time developing customized solutions for the unique challenges you face.
  • Our independence is supported by LPL Financial, the nationís largest independent broker/dealer.* The firm provides a comprehensive array of tools and resources to independent financial advisors, enabling them to provide objective financial guidance to their clients. LPL Financial has no proprietary products.

* As reported in Financial Planning magazine, June 1996Ė2010, based on total revenue.

LPL Financial, located in Paramus, New Jersey, is a branch office of LPL Financial and one of largest advisor groups affiliated with the firm. Through our partnership with LPL Financial, we have access to the firmís extensive resources, while exercising true independence in providing our clients with objective guidance, unbiased advice and unparalleled service.

Our local branch was founded by Richard G. Dragotta, ChFC, CRPC, who continues to serve as Branch Manager for the organizationís affiliated advisors. The branch continues to grow its network of independent advisors serving a broad range of clients throughout the nation.

Securities and advisory services offered through LPL Financial, A Registered Investment Advsior - Member FINRA / SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI


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