A plan is only as good as its inputs. Our network of professionals take the time to understand your needs and conduct a deep analysis of your financial documents and information.
Our network of professionals share the results of their findings with you, taking care to ensure you are on the same page.
Our network professionals create a solution tailored to you, capitalize on opportunities backed with historical insights, and quantify benefits, costs and next steps.
A plan can work only when it is followed. Our network of professionals will collaborate, and work closely with trusted firms you identify together.
Our network of professionals track and record your investments to ensure your chosen strategy is performing as expected, keeping in touch and making adjustments as your goals and objectives evolve.
Registered representative of and securities offered through Hornor, Townsend & Kent, LLC. (HTK) Registered Investment Advisor | Member FINRA/SIPC | HTK is a wholly owned subsidiary of Penn Mutual. Vector Capital Management is independent of HTK. | 701 Edgewater Drive, Suite 310 Wakefield, MA 01880 | Phone: (860)918-3489
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Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC. 701 Edgewater Drive, Suite 310, Wakefield, MA 01880 (781) 966-2980. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Vector Capital Management is independent of HTK, LLC. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation.