The business offers advisory and management services. It uses an open architecture platform offered by Schwab Institutional and PKF Investments, a Fidelity Investments firm. One of the services they will be providing will be to advise and manage those with existing accounts with Schwab and Fidelity.

Veteran financial advisors, Robert Sayler, Jeffrey Meyer and David True join Lynn Dee Rapp at this location. Ms Rapp is a managing partner of SeaCrest Investment Management, owner of SeaCrest Wealth Management.