Getting Started

The first step in getting started is getting acquainted. This is done one-on-one with Rhodes, a meeting where you will discuss your current financial situation, your goals, your future prospects, and your attitude toward risk.

Once you and Rhodes agree to work together, he will develop a preliminary wealth management plan for discussion at your next meeting.  Together, you and he will determine the best plan for increasing and protecting your assets.



Call Today - (215) 766-8500         Fax - (267) 454-7774        Email Us -
99 Lantern Drive, Suite 201B Doylestown, PA 18901 get directions