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Problems We Help Solve

While every client's situation is unique, investors who seek our services often come to us with one or more of the following scenarios:

Acquiring a large investment portfolio through inheritance, settlement, divorce or retirement.
Keeping the family business in the family.
Help reduce the probability of outliving your money.
Help increase personal and financial benefits when selling a business.
Consolidating and simplifying personal finances after the death of a spouse.
Eliminating the liability and headaches of managing residential properties acquired through purchase, exchange, inheritance or divorce.
Transferring your estate quickly and easily to your heirs -- not the IRS.

William G. (Greg) Dorriety is a Registered Representative of and offers securities products and services through Royal Alliance Associates, Inc., Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the States of Alabama, Arizona, Florida, Kentucky, Mississippi, Ohio and Oklahoma. No offers may be made or accepted from any resident outside the specific state(s) referenced.

If Registered Investment Advisor is SEC registered:

William G. (Grege) Dorriety is also separately registered as an investment advisor representative under Investment Advisors Asset Management, LLC, a Registered Investment Advisor, registered with the Securities and Exchange Commission. Optimum Asset Management is affiliated with Investment Advisors Asset Management, and both entities are not affiliated with Royal Alliance Associates. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed: Alabama, Florida, Kansas, Massachusetts, Nebraska, New Hampshire, New Jersey, New York, Pennsylvania.
IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.