A firm who delivers upon its promises, including direct access to executive management, product experts and a common sense compliance department, to protect and serve you and your clients.
We have created an environment for advisors to provide best-in-class solutions for clients without limitations or proprietary products. Advisors have ongoing access to a broad range of internal and third-party experts who are focused on one thing – figuring out what is best for the client.
Solution-centric. Not product-centric.
“Successful wealth management is a collaborative effort. It flourishes when the process maintains objectivity, the advice is unbiased, and the client and advisor enjoy an open line of communication.”
– Ray L. Lent
Portsmouth-SmartLife Financial Group and Portsmouth Financial Services