Our Philosophy

Our approach to wealth management combines a highly personalized consultative process with focused investment management advice. At Cedar Wealth, we are objective decision makers with a strong belief in an open architecture investment platform. We have no financial interest or affiliation with any brokerage firm, bank, mutual fund company, money management firm or insurance company. As such, we approach our financial decisions with complete independence and objectivity for our clients’ best interest. We place a significant emphasis on discovering the needs and challenges faced by our clients so that we may serve them in the most efficient and successful manner. Our mission is to help our clients attain a peace of mind that their financial goals are being carefully achieved.