A Registered Investment Advisor


We are in the business of helping clients meet all their financial challenges.

We do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.

Our approach can help you invest conservatively, reduce your exposure to taxes, meet your insurance needs and provides a plan to successfully transfer your wealth to your children and grandchildren.

Among our Financial Services are:

  • Managed asset plans – for professional fee-based portfolio management through LPL Financial.

  • Investment portfolio analysis – to keep you informed of how your investments are performing, and to make adjustments as needed.

  • Individual stocks – to provide you with added long-term growth potential.

  • Strategic Asset Management (SAM) – providing you with fee-based asset management through LPL Financial, a Registered Investment Adviser. Access to over 3,500 mutual funds, as well as individual stocks and bonds.

  • Municipal bonds – to help protect your hard-earned money from taxes.

  • Options – Additinal income through Covered Call option writing.

If this method of meeting your financial needs sounds appealing, I invite you to spend some time exploring this site.

I also welcome the opportunity to hear from you. If you have questions about your financial situation, please do not hesitate to call or email me.

Steve Garrett and Associates – Registered Investment Advisor Firm Brochure for 2016 – ADV II

Check out Steve Garrett’s broker record on Broker Check