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Bridge at Sunset

Our Interests are Aligned with Yours.

Since our fees are based on the assets and not on the products, we are not limited to investments that pay a commission.  We have access to an open architecture of investments, including no-load mutual funds, loaded mutual funds purchased at the net asset value (NAV), institutional money managers, stocks, bonds, UITs and ETFs.  Also, advisory investments are absent any long-term contingent deferred sales charges, so you will not have to worry about liquidation charges or illiquid investments.

Financial Planning

It's human nature to not plan for the future.  Through our personalized financial planning we help you eliminate the clutter and determine a strategy to cut through the chaos.

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