What Makes Us Different

Paul Hundt has more than 30 years of investment management experience. We currently manage over $150,000,000 for more than 300 clients. We currently have four highly qualified people on our support staff, demonstrating our commitment to excellent service to our clients. We have separate administrative and service departments that help oversee the day-to-day management of our clients' accounts.

Our company is associated with an independent broker/dealer, which enables us to offer our clients access to numerous mutual funds, variable annuities, insurance, and other financial products. Unlike traditional Wall Street firms where “captive” brokers promote in-house products and objectives, we are an independent advisor who services the individual needs of our clients. Our broker/dealer, Commonwealth Financial Network®, has no proprietary products.

What does this mean for you?

Personal financial advice cannot be mass-produced. Investment decisions that vitally affect your economic security are far too important to be ignored or left to anyone whose primary responsibility is not to you, the client. If you choose to employ us as your financial manager, we will work together to design a financial roadmap to help you as you strive to reach your financial goals and objectives. By assisting you in developing and implementing your personal financial plan, greater control can take place in your financial life as you get closer and closer to reaching your ultimate financial goals.

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