Our Firm

We are a wealth management team dedicated to serving people who are facing important life decisions. We offer comprehensive financial planning, investment management and retirement, tax, and estate consultations. 

While every client is different, one common question stands out: “Will I be okay?” We aim to answer this essential question through careful analysis and thoughtful planning, considering each client’s unique circumstances and needs.

Our compassionate, approachable manner provides a comfortable atmosphere where clients can openly share concerns, needs and goals. We are well-suited to help women who have lost a partner to death or divorce. We have developed strategies for helping women find a clear path forward while navigating difficult, and often unexpected, life transitions.

We adhere to a fiduciary standard of care, meaning your interests come first. In adhering to this standard, we disclose any conflicts of interests and how we’re compensated for the services we provide.

We don’t receive commissions or incentives to recommend any particular investment strategy and we are transparent about the rationale for our recommendations. We believe that trust is the foundation of a successful long-term relationship. We earn this trust by acting in your best interests every day.