Tuesday, August 1, 2017


Independent and unbiased, with access to a wide range of investment solutions, I draw on my years of personal and advisory experience to help identify and match your financial goals, investment time horizon, and risk tolerance to the most appropriate solutions for your individual circumstances.

A Personalized Approach to Your Financial Needs

Depending on your personal goals and plans, you have access to a much wider array of investment solutions than at a bank or any single financial institution. Click on any of the links to the pages on the left to find out more about your options and areas of interest.   

We are committed to providing you with the highest level of service at the lowest possible fees.

Consultations are complimentary - by phone, web conference, or in person, depending on your schedule and location.

Here is how one client sums it up:   

“I have had the privilege of serving Tim as business solutions provider for many years and now enjoy the wisdom of all his collective years in business and in life, particularly on how to achieve true financial freedom. Tim has provided me with the opportunity to learn what true professionalism looks like in action. His guidance has been invaluable and is rooted in him being an exemplar of what he teaches and advises first. His disciplined and practical approach to finance and life has created immense trust between us where I am now confident to continue on a path that will ensure the continued financial stability and freedom I now enjoy. If you are serious and passionate about your life and your financial well-being then look no further than Tim. He is, without reservation, a true Master and incredible Guide. I feel very blessed to have Tim in my corner!” 
Greg Magennis, Founder & CEO Axiom HRD