FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

 

Our Difference

The Masterpiece Financial Services Difference

The financial services landscape is changing dramatically. It can be harder than ever to find the right advisory relationship. We think choosing a financial advisor is something that should be done carefully and patiently. When the fit is right, you will know it.

We believe we offer a unique and valuable service that enables our clients to enjoy the confidence and peace of mind that comes from having their investments handled prudently, and their financial lives organized and simplified.

Here are some of the things that make us different from others:

We are client focused

Our firm’s mission is to earn the trust of each client through open and clear communication, objective advice, hard work and a genuine concern for the overall financial well-being of each client. To do this, we take the time to develop a detailed understanding of each client's individual circumstances, goals, and objectives. We work hard to help simplify our clients' financial lives, optimize their investments, and organize their personal financial plan. We work closely with clients to help grow and protect their wealth and achieve their most important financial dreams and aspirations.

We are independent

As a fully independent fiduciary, fee-based financial planning, tax preparation, and investment advisory firm, we are not restricted to any proprietary instruments or investment products; we work exclusively for the benefit of our clients. We have a legal and ethical fiduciary obligation to act in the best interest of each client. We put the needs and interests of the clients first! We care deeply about helping our clients achieve their goals and objectives, and endeavor to provide them with the highest-quality service and guidance.

We are efficient

We have competent, friendly and knowledgeable administrative team, which enables us to focus our time and attention on servicing client needs, managing client portfolios, and advising our clients on their important financial decisions.

We are experienced

Our team of advisors have worked with hundreds of investors in the financial industry for over 20 years. With practical industry experience coupled with formal financial and accounting education, our team strives to achieve the highest level of excellence through laser-like focus, unbiased, knowledgeable and timely advice.

Our team serves as the trusted advisor to a diverse group of individuals and families, including business owners and executives, education professionals, attorneys, autoworkers, medical professionals, engineers, retirees, and many others. Our clients are located throughout the United States.

We are fiduciaries

We have a legal and ethical fiduciary obligation to act in the best interest of each client. We put the needs and interests of the clients first!

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