Your Missing Piece


We are dedicated to improving the financial condition of business owners, physicians, and other savvy investors. 

The strength of our unique financial strategies and the breadth of our investment and risk management experience set us head and shoulders above the rest. 

Stated simply, we are the missing piece of your financial puzzle.


As Seen On...

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
— Rao K. Garuda, CLU, ChFC

Explore our Services


We offer financial strategies and solutions that allow our clients to create, grow, and preserve their wealth.

Contact us today to find out how we can help you accomplish your financial goals.