With you at the center of attention…

we champion your goals and needs, going outside the traditional advisory scope to bring you clarity and comfort.

We provide the proactive support, the investment insight and the caring connections to impact your life in meaningful ways. 

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Through Proactive Support, Investment insight and Caring Connections, we Strive Every Day to Impact Your Life in Meaningful Ways.

We understand not only financial planning and investments but also the value of making connections and contributions beyond the numbers. We lead with our relationship, engaging your interests with thoughtful understanding and focused advice designed to gain you invaluable time and to attain your lifelong goals.

We are a team of wealth and investment specialists…

…who understand not only planning and investing but also the value of making connections and contributions beyond the numbers. 

Recent Articles

Networking in a Virtual World

Networking in a Virtual World

Networking in a Virtual World February 19, 2021. By Ashley Agnew: While there is hope ahead for gatherings larger than our respective predisposed or chosen “bubbles”, there is still likely quite a way to go before we see in-person conferences or networking events take...

Guest Blog: Millennials’ Home Shopping Fantasies

Guest Blog: Millennials’ Home Shopping Fantasies

Guest Blog: Millennials’ Home Shopping Fantasies2/9/2021: Provided by Dirce Guerra, Porch Contributor Between learning homebuying jargon and figuring out debt-to-income ratios, shopping for a home in 2019 can be a challenge, especially for a first-time buyer. For...

Client Notice: Tax Document Update

Client Notice: Tax Document Update

Client Notice: Tax Document DistributionFebruary 1, 2021. By Kevin Donohue: In the coming weeks Fidelity will be issuing preliminary tax documents, and you may have already received email correspondence indicating this.  Per usual, we will be gathering these documents...

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