If you have suffered investment loss, and you think you may need a different broker, a securities lawyer, or both - call us.

We are not lawyers or brokers. Our clients consider us financial surgeons. We can provide professional insight with no vested interest or biases. We are devoted solely to you.

• Do you suspect you have been mistreated by your financial advisor?
• Are you simply seeking a well-informed and objective second opinion?

We will provide you with our professional opinion based on an hourly fee. We earn no commissions or referral fees of any kind. We decline more engagements than we accept. While our services are generally appropriate for those with a net worth of $1 million or more, we contribute 10% of our otherwise billable time to assist clients with special circumstances, including those who have suffered egregious abuse at the hands of their advisors.

The first step is to get acquainted. Please visit "The Firm " link to begin the process.

Next we will ask you to tell us a little about yourself and to explain briefly why you are interested in our services. We will respond within twenty-four hours. If we believe we can be helpful to you, and you wish to retain us, we will make appropriate arrangements for a detailed telephone interview, document exchange, and personal visit if circumstances warrant.

Naturally there is no charge unless you choose to retain us.