Investors and the public

  • Identify quality advisors utilizing a preset standard of excellence locally, regionally and nationally
  • Empower the public through education and industry insights
  • Help decipher among quality practitioners and financial salesmen

There's approximately 10% of the total financial advisors of the major firms that practice true wealth management or have a holistic, consultative practice. Which means 90% do everything else.

~ Rick Capozzi