When you work with our team, you’ll have a dedicated team of wealth management experts by your side creating a customized financial plan that aligns with your unique goals and values.
Our team is comprised of long-tenured, diverse and highly credentialed individuals. We leverage our in-house resources as well as external expert team, so we are constantly learning about and providing perspective on the latest financial planning and investment management strategies.
One or more members of our team hold the following designations to showcase our dedication and expertise in wealth management.
A CFP professional has gone through a rigorous experience and ethical requirements in order to provide the knowledge, integrity and professionalism of a financial planner. You can expect a comprehensive view of your financial needs based on your objectives and goals.
A Certified Divorce Financial Analyst (CDFA®) is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future.