We are committed to listening intently to understand your dreams, goals and values. We will provide a safe and comfortable environment to share your personal and financial details. This allows us to give you a second opinion on your current financial picture, help you to re-imagine your existing picture or even begin the process to build a new strategy.
Thomas Krueger, President
Registered Investment Advisor
30721 Russell Ranch Road, Suite 140
Westlake Village, CA 91362
Office: (805) 379-4914
Cell: (805) 501-0864