Our Vision

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.

What We Do

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.

Give Clients More

Uniquely positioned to help advisors better understand their client needs, deepen their relationships, and provide more.

Help More People

Offer a higher level of service, expand your expertise and scale your practice to help more people, in more ways.

Access High-End Offerings

Provide premium solutions and concierge service for clients by leveraging our advanced planning desk.

“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


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Contact Information

Aaron Williams
Director of Business Development & Marketing
Philadelphia, PA

Phone: 302-883-7568
Email: Aaron@psslfg.com