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Our Brand Values
Humility
We’ll always be respectful of your wishes when it comes to your portfolio.
Joy
Our staff is always happy to answer all of your questions with a smile and an appreciation for having you as a friend for life.
Empowerment
We help you find financial happiness so you can be confident in your financial decisions.
Simplicity
When communicating with clients, we keep things simple and easy to understand.
Champions
We’re constantly seeking out the best and most appropriate investments for you and your portfolio.
Wealth Education
Our advisors believe in teaching and educating clients about proper wealth management behaviors.
Our History
KP has over 29 years of experience helping clients achieve financial independence through personalized strategies and one-on-one guidance. We’re your partners on the road to financial independence.
KP was born in Poona, India in 1962. His father became an entrepreneur early in his life and extracted his family out of poverty. After realizing his son’s potential, KP’s father spent the majority of his hard-gained financial resources and savings to send KP to the United States. Early in his education at Michigan State University, KP was fortunate enough to call upon Don Smith the dean of the Hospitality Management school as his mentor. Don encouraged KP to join several academic clubs at Michigan State University, and develop his public speaking skills to compliment his analytical skills.
At Crummer Graduate School of Business, KP was fortunate to have an ex-investment banker Jack Nelson as his Professor of Finance & Investments course. Jack recognized the skills KP exhibited in his class, and encouraged KP to explore becoming a stock broker. This had paramount influence on KP, who right out of graduate school applied for and became a Stock broker in June of 1987. He has been fortunate to call hundreds of families his clients and friends, most of whom have had a profound impact on his life and career.
Our Vision
An active pursuit of financial learning, meaning and growth.