About Us

  • Collaboration

    Not only do we work for our clients, we work with our clients to meet their specific financial needs.

  • Cooperation

    We employ the use of trusted third-party brokers, auditors, and custodians to complete our business transactions.

  • Confidence

    Our investment strategies are comprised of only reputable and established financial instruments.

Active Clients
Portfolio Solutions
Consulting Engagements
Affiliated Brokers

Client Satisfaction Rates

Despite the tremendous rebound of the organized financial markets that have lasted for the longest period of history, the perception of Wall Street investment management firms are highly negative. This is due in part because of the global financial crisis of 2008 and an industry that is complete with conflicts of interests, bad incentives, and established corporate greed.

Fortunately, for our clients, Island Financial Group's independent-minded strategies separate us from other firms. During a recent climate survey, our clients rated our financial guidance and services at an all-time high.

  • Financial Planning

  • Wealth Management

  • Tax Preparation

  • Compliance Auditing