Our Philosophy

Our philosophy is simple - client comes first. Our business is built on a foundation of thoughtful client relationships. Since John Destefanis started in the business over 30 years ago each client has always been the number one focus and priority. We work for our clients and focus on what is in each of their individual best interest. Building long term relationships and gaining the trust of our clients is at the heart of our business. We are fortunate to work with multiple generations of some of our client's families and we are equip to serve generations to come. 

The better we know our clients the better we are able to properly serve them. Every client comes from a different situation. Each client has varying personal goals, professional goals and financial goals. We strive know each of our clients on a personal level in order to add clarity and simplicity to their  financial lives. No one strategy fits everyone, which is why every client gets our undivided attention—from our initial meeting to execution to follow-up. We take a collaborative and proactive approach to helping client’s develop ways to address their financial goals and objectives and leave our office with peace of mind.