How we work with you

Paul and Erica going over investment strategies
Your Clear Path Forward

Wealth Management 

Ideal for clients seeking goal-aligned, ongoing investment accounts management by experienced financial professionals. Our dedicated in-house investment manager will help you blend purpose and performance using strategic investments aligned with your priorities, whether it's building your retirement fund, supporting philanthropic ventures, or expanding your family or business.

Dedicated Planning 

Erica CFP® leads our comprehensive Dedicated Planning Services. Through this personalized service, we'll work with you on a one-time basis or through an ongoing relationship to identify strategies with objective, written recommendations for a flat, transparent fee.

The goal is to create a financial roadmap that will guide you. You expect a lawyer or a doctor to be on your side, always working in your best interest. We think the same should be true of your financial advisor. Our advice is not tethered to a need to sell you something; instead, we are here to provide clarity and guidance toward your financial goals. Our in-depth Dedicated Planning Service covers topics including: 

  • Retirement income planning
  • Education planning
  • Investment management
  • Estate planning
  • Social Security optimization
  • Pension optimization
  • Charitable giving strategies
  • Tax diversification
  • Tax-efficient wealth strategies

Solutions-Based Strategies 

Ideal for clients seeking product solutions to solve a specific need in their financial plan to protect and save your finances.

  • Roth and Traditional IRAs
  • Life Insurance
  • Long-Term Care Options
  • Disability Insurance
  • Annuity Solutions
  • Mutual Funds