About Us

Founder

Dan Scharlach

Dan has been involved in the financial services industry since 2001. He possesses an in-depth knowledge of investments and insurance and has built a sound reputation for seeking to design efficient wealth creation and protection strategies for clients.

As a broker, Dan has the flexibility to recommend and implement many financial strategies. Most of which are common and routine although some of which are specialized and different from the industry. The model that he uses allows him to analyze almost every financial decision that a client could want to look into.

Dan’s advice is grounded in a verifiable process based upon fundamental economic principles. His clients vary from someone new into the workforce all the way to businesses with hundreds of employees. He routinely works in conjunction with some of the region’s leading attorneys and accountants to provide complete strategies for his clients that integrate all aspects of their wealth management.

As a broker, Dan has the flexibility to recommend and implement many financial strategies. Most of which are common and routine although some of which are specialized and different from the industry. The model that he uses allows him to analyze almost every financial decision that a client could want to look into.

Dan’s advice is grounded in a verifiable process based upon fundamental economic principles. His clients vary from someone new into the workforce all the way to businesses with hundreds of employees. He routinely works in conjunction with some of the region’s leading attorneys and accountants to provide complete strategies for his clients that integrate all aspects of their wealth management.

Our Partners

We believe a proper foundation is fundamental to success.

LPL FINANCIAL
Financial Design Group
Quality Insurance Firms
Subtitle
Tax Consultants
Unique Services Platform Options
Banking Institutions
Mutual Funds & Money Managers
Attorneys at Law

What Set Us Apart

Speak to one of our advisors today to discuss your specific needs and how we can help you meet your objectives.

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Services

Head Office