Strategic Alliances We provide a broad array of services and products to our clients. In order to provide the best possible advice, we have a number of strategic alliances.These alliances function as our back office and allow us to provide state of the art financial services while retaining a small family and business oriented practice.Commission BasedAmerican Funds Putnam Fidelity Federated Funds Calvert (SR) Franklin TempletonBlack Rock Lord AbbettFee BasedSEI Morningstar Loring Ward Cetera (Pershing)Other AlliancesDaily Money Management - Principled Money - Provide reliable, trusted, personal financial assistance to clients who need help managing their monetary affairs.Tax Preparation - Colonial Income Tax ServiceEstate Attorney - Edmund (Ed) Lynch - Woloshin, Lynch, Natalie and Gagne, P.A.Wilmington & Middletown DEHomewatch CareGivers - New Castle, Kent & Sussex County Take the stress out of the senior care search process with Wilmington home care services. We will work with you to create a plan for your loved one that works for your lifestyle and addresses your specific concerns.Please Note: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information or programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites to which you are linking.