Managing Partners
Client Services Team
Our Mission
We Manage Wealth for Busy Clients
A successful plan is not created in a vacuum. Just as a manifest tracks the details of a journey, we help our clients streamline and organize the pieces of their financial picture. Your overall financial wellness is our objective. We are an independent financial planning and investment advisory group that takes a comprehensive approach to designing your investment plan. From cash management to long-term wealth accumulation, we will chart the course, advise, guide, coordinate strategies and revise the plan as milestones and turning points occur. We can assist you in consolidating your accounts in the most concise and tax-advantaged manner so you have more time and energy on the things that matter most.
Our Alliances
Effective financial planning can sometimes require a team of specialists working together to ensure all aspects of your plan are working in harmony with one another. If you have existing professionals you trust, such as your CPA or attorney, we are happy to work with them to develop a holistic approach.
When your situation warrants, we can draw on a team of attorneys, estate specialists and master financial business planners who will assist in complex situations. A central support network, when we enlist the Advanced Planning Group (available through our partnership with Cetera), you’ll discover a unique support system unlike that at most other firms—a team of in-house specialists who are accessible, responsive and committed to supporting you and your business.
We have also aligned ourselves with world class companies that allow us to provide expanded offerings and resources to our clients. These alliances have been carefully and intentionally chosen for their strength, capabilities, and resources. We're proud to partner with:
Client Portal
Albridge Wealth
NetXInvestor
Advice Works
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Pre-Retirement
Visualize and create a concrete plan for your ultimate retirement or retirement optional lifestyle. It’s never too early to plan for ample cash flow in retirement. Our decades of experience help us to find the appropriate plans that match your comfort level.
People in transition
Whether you are recently divorced, or just experienced the loss of a spouse, you recently changed jobs or are facing layoffs; having a trusted advisor can allay your fears and offer you the perspective you need during a challenging time.
Mid-career professional
Often work responsibilities leave little time for big-picture planning. We understand the demands on your time, and work efficiently to help you set attainable goals, and chart your course to keep the end-goals in sight. Whether your goal is early retirement, partial retirement, or retirement optional lifestyle, determining your path is the first step.
Business Owner
Your entrepreneurial spirit helped you to build your successful business. Let us help you chart the next years as you map your succession plan and create your ultimate retirement or retirement optional lifestyle. We’ll be sure you are minimizing your tax burden and maximizing your deductions.
Stay-at-home Spouse
You’ve made a decision that works for your family, and there are strategies to create the financial security you need while you tend to your most precious assets.
Non-Traditional or Blended Families
Some step families avoid the topic of estate planning because of the complexities. Having a clear plan helps to dispel misunderstandings and put people at ease. We know that financial planning is not always smooth sailing, we are not afraid to tack into the headwinds and keep everyone on course.
Recently Retired
You’ve worked hard and want to be sure you can count on your savings to work for you in retirement.
Managing your income in retirement is a critical component to ensure you do not outlive your savings. We’ll engage one of several income planning strategies along with a sensible investment plan.
We’ll consider your estate plan working to ensure that we limit the tax burdens to your heirs leaving your legacy to children and grandchildren intact.