Broker Check

Gaffar Chowdhury, CAP®

President and CEO


In our experience, client satisfaction has led to a focus on you, the client. To us that means taking the time to listen to your objectives, understand your goals, and learn about your previous experiences. We then seek to help you understand our firm’s philosophy and process, simplify it as much as possible, and hold each other accountable on areas that need improvement.  

Our Philosophy on Wealth Building for our Clients:

  • We help you maximize your earnings during your working years so that you can accomplish the things that are most important to you and your family
  • You have the right to spend and enjoy your wealth without having to worry about it running out
  • You should be able to leave all the wealth you built to whom you wish. Whether it's leaving a lasting legacy for your loved ones or supporting causes you care most about
  • Your strategy needs to take into account the many circumstances of life, expected and unforseen.

Our service philosophy is to proactively identify current and emerging issues based on what we know about you, provide you with on going financial education and to be responsive when you reach out to us when things about your situation change or you have questions.