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A True Strategic Partner

Helps You Every Step of the Way

Our strategic Plan Well. Invest Well. Live Well.™ process removes the guesswork, wishful thinking, and potential worries from investing. It’s based on extensive research, facilitated with the most up-to-date tools available, and fulfilled through a consistent partnership approach with our clients. Our goal is to deliver an unparalleled wealth management experience that you can depend on - every step of the way.



Step 1

Plan Well.

The first step is knowing where you want to go. We’ll begin with an open and straightforward conversation about your goals and a detailed plan prioritizing what steps you should take to achieve them.

Step 2

Invest Well.

The key to a smart investment strategy is leveraging what we know from research and experience to create a dynamic portfolio to support your plan.

Step 3

Live Well.™

With a personal and customized approach, we’ll partner with you in building and executing our Plan Well, Invest Well, Live Well™ strategic process, empowering you to fearlessly pursue your goals.


Build Your Strategy

Financial Planning

Retirement Income Planning

Education Planning

Estate Planning

Insurance Planning (Disability, Term, Long-Term Care)

Insurance Analysis

Custom Consulting

Investment & Retirement Planning 

Portfolio Management

Investment Analysis

401(k) & 403(b) Plan Analysis

IRAs (Traditional & Roth)

Mutual Funds

Stocks

Bonds & Municipal Bonds

ETFs

REITs (Alternatives)

Annuities/CDs

Investment and Retirement Account Management

Non Retirement

Retirement (IRA Rollover, Traditional IRA, Roth IRA, SEP and SIMPLE IRAs, 401(k), 457, 403(b))

Education Accounts

Endowments

Trusts

Corporate

Business Financial Planning

Succession Planning

Business Retirement Plan Strategy and Consulting

Custom Consulting

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2021 Five Star Wealth Manager Award, created by Five Star Professional. The 2021 award was presented in November 2021 based on data gathered between May 2020 and February 2021. 3,191 advisors were considered, 272 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit https://www.fivestarprofessional.com.

Meet Our Five-Star Wealth Managers

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