Professional Investment Management 


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We can offer you services that build a better financial future.


Our Services

Assessment of viability, stability and profitability of a business, sub-business or project.

Our Investment Management Services help you pursue your financial needs as they grow and change.

This service offers a variety of benefits to boost your sales and suit your company’s fixed income.

Why Choose Us

Together, we can enable your business to achieve even more.

InvestPlus leads the industry in wealth management. Our independent RIA and broker services have over 20 years of industry experience.

Why Choose Us

Competent Professionals

We work in an atmosphere of trust and camaraderie, where partners help each other.

Superior Service

We are committed to providing clients with the best value and service in the industry.

Competitive Pricing

Providing value through straightforward commissions and added services.

Meet Our Team

Chief Executive Officer

Executive Vice President

Chief Financial Officer

Vice President of Claims

What People Say

Our Cases

Our Company in Numbers


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Insurance Products


Years of Experience


Professional Agents