About Us

My firm serves those who pursue financial freedom and a lifestyle dictated by their own terms. Are you ready for the challenge?

As your consultant, my role is to provide you with quality advice and support that is evident with a well executed plan. Therefore, we encourage you to explore our site and learn more about the services we provide.


President, Owner

Mr. Gendreau graduated Summa Cum Laude from Nichols College, May 1992, with a BS in Business Administration with concentrations in Finance and Accounting. As a Registered...

How Can We Help You?

Find out how we can help you reach your financial freedom

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