For over twenty years, our firm promoted sound wealth management advice to selected families and small business owners to help grow, protect and distribute their wealth in a tax efficient manner. We develop coordinated strategies that encompass investments, taxes, insurance, college planning and estate planning. We specialize in dealing with doctors, dentists, retired executives and widows. We have a long history of dealing with retirement plan distributions. We strive for ethical and professional excellence in our advice. Recently, Mr. Peralta was featured in Orange Coat Magazine as a "2011 5 Star Wealth Manager". Securities offered through First Allied Securities, Inc., Member FINRA/SIPC. Investment Advisor Representative offering services through First Allied Advisory Inc. Ã&sbquoÂ,For over twenty years, our firm promoted sound wealth management advice to selected families and small business owners to help grow, protect and distribute their wealth in a tax efficient manner. We develop coordinated strategies that encompass investments, taxes, insurance, college planning and estate planning. We specialize in dealing with doctors, dentists, retired executives and widows. We have a long history of dealing with retirement plan distributions. We strive for ethical and professional excellence in our advice. Recently, Mr. Peralta was featured in Orange Coat Magazine as a "2011 5 Star Wealth Manager". Securities offered through First Allied Securities, Inc., Member FINRA/SIPC. Investment Advisor Representative offering services through First Allied Advisory Inc. Ã&sbquoÂ