The Critical Difference…

 

We've gone beyond the financial process because we know how emotions can affect crucial lifestyle decisions. Our principal, Alan B. Ungar, is a trained Grief Recovery Specialist and Sudden Money Advisor. His empathy in situations such as death, divorce, an inheritance, or other sudden wealth events, build a foundation for helping you make wise decisions.

 

Our unique proprietary software and our CRITICAL CAPITAL Process give you tools for making the decisions for reaching your goals. You will have the opportunity to view many different “what if” situations before you make up your mind. Click here to learn more about Critical Capital.

 

Our conservative institutional investment process is about creating portfolios that match your risk tolerance and the requisite return you need to reach your goals. For more information about our Investment Process click here.