Our Expertise

We provide investment advisory services, professional money management, retirement planning, estate planning and insurance services for individuals and business owners.  Our process incorporates personal service, financial planning and investment management to help our clients achieve their individualized goals. 

We are also equipped to provide expert money management and investment management for pension plans, endowments, trusts, charitable foundations and institutional investment needs.  Call us today at 501-313-1899 to set up an appointment.

We provide Auto Insurance, Homeowners Insurance, Commercial Insurance and Life Insurance through through multiple companies in affiliation with Providence Insurance Agency. Please contact us for a quote for coverage at 501-513-0905. 
Jason Rapert is a fully licensed insurance agent Arkansas License Number 166750. 
Separate from the investment advisory and insurance business, we also provide consulting services, expert capital campaign management, public relations strategies, fundraising solutions, business development ideas, administrative services and special project management to corporations, small businesses, associations, churches and non-profit organizations.
Most of our clients are referred by other satisfied customers.  If you want to engage our organization for consulting services please call our office or use the contact form on our site to send a message.  
All consulting services are provided on an individual contract basis.  Fees are disclosed in writing prior to engagement after an initial consultation.