Broker Check

Strategic Allies

Vicus Capital

Asset Management
Comprehensive Asset Allocation Strategies
Custom Portfolio Designs & Models
Tax Management Strategies
Open Architecture Advisory Platforms
Separately Managed Accounts (SMAs)

PFG Wealth Management, LLC

(For High Net Worth clients)

Cash Flow Management
Bill Pay Services
Client Concierge Services
Family Office Support

Ash Brokerage Corporation

Fixed Annuities
Life Insurance
Long Term Care Disability Income

AXA Equitable Life Insurance Company

Life Insurance

Ohio National Life Insurance Company

Life Insurance
Annuities
Disability Insurance