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INDUSTRY EXPERIENCE Our firm’s founder, Richard Brownstein, is experienced in both the financial services and music business. Honored with Platinum and Gold album credits, he orchestrated a successful career as a studio recording engineer before becoming a financial advisor. CONCIERGE SERVICE Like a five-star island resort, we strive to offer the gold standard in all that we do. Our services are custom-designed for each stage of your life. SERVE FIRST PHILOSOPHY We adhere to Lincoln Financial's Serve First Philosophy. We believe in providing you with clarity and solutions that help meet your needs. We believe that long-term relationships are more important than short-term gains, and we will never sacrifice the former for the latter. THE FAMILY LEGACY PYRAMID To help you compose a future that is in harmony with your goals, we use a three-tiered Family Legacy Pyramid. This helps our clients address a myriad of needs and concerns based on their varying degrees of priority.