A Note from Diana Apostolova

Good planning is more than just managing investments. I’ve been very fortunate to have a great group of clients over the years.

While each client is unique, there are a few commonalities that might help you determine if you would also benefit from my services.

Most of my clients are either retired or within 10 years of retirement. 

My clients are long term investors committed to having a custom asset management plan – not short term trading that may or may not work.

Although I have clients from all walks of life, most are family oriented, diligent individuals, with life purpose that exceeds money and personal belongings.

I cherish their trust in my services, and I deeply value their friendship.