William J. Sumski CRPC ®

Chartered Retirement Planning Counselor
Registered Investment Advisor

As fiduciaries regulated under the Investment Advisers Act of 1940, RIA's are held by law to the highest standard of responsibility to their clients, therefore upholding them to always act in their clients' best interests.  This encourages a unique level of personalized service not always found in investor-advisor relationships.

  • Customized guidance based on your financial picture.
  • A relationship that's responsive, attentive, and personal.
  • A fee structure that is simple and transparent.
  • A high level of expertise to support your complex financial needs.
  • Your money is held by an independent custodian, not the advisor firm.