We provide easy-to-understand guidance and service so that you can focus on enjoying the financial life you are building or have built. 

"I'm a Southern Illinois native with 25 years of client service in the financial industry. I provide fee-based asset management services as an Investment Advisor Representative under the Investment Advisors Act of 1940. I use proprietary chart development, along with traditional chart analysis methodology, for technical market analysis and investment selection. In addition to wealth management, we provide additional solutions for retirement income, financial protection, and wealth transfer planning. I publish a brief chart analysis and market commentary entitled MARKETbits. You can enroll to receive a complimentary subscription to MARKETbits by clicking here.                                                                                                                                                                                                                                                                                                                                                                                                                                                                     - Curtis Wharton, Founder