Kirk Matteson

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While independently owned, we are supported by our business relationships: Fidelity Investments, Orion Advisor Services, eMoney, and Redtail. These companies provide us with integrated support services. We utilize their efficiencies to let us focus on you and concentrate on bringing you enhanced investment and comprehensive planning strategies. To safeguard our clients' accounts, we chose Fidelity Investments to serve as our custodian.