Craig A. Wolpert

In my 42 years working in financial services, my belief is that the stock market always goes up, just not straight up. As your Chief Investment Officer, my focus is total return on your invested assets. Our system is both fundamental, what the company does, and technical, analyzing chart patterns. This is how we add value and  provide consistent returns with minimal volatility. As fiduciary’s , we always have an additional obligation to you and your families.

This is a wonderful time to be an investor. The generation that grew up with screens to explore on, are now out of college and ready to make a significant impact. 

Our boutique investment firm can provide bespoke investment management services to guide you through these changing events.