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PURSUE FINANCIAL CONFIDENCE

The markets can change rapidly, but a solid strategy and durable plan will help to ensure long term success. We start with your plan and monitor investment strategies to support your goals whether you are a private individual investor, company retirement plan, institution, or non-profit.

What We Deliver
EXPERTISE YOU CAN TRUST

EXPERTISE YOU CAN TRUST

What does it take to have confidence in retirement? A team of experts that work together to help you achieve your goals and the future you’ve imagined.

We have only one focus: you. We'll work with you to provide personalized support every step of the way.


Articles
Videos
Calculators
Education

WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

Tax Efficiency in Retirement

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?
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How Financial Professionals Are Compensated

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.
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When Markets React

When Markets React

When markets shift, experienced investors stick to their strategy.
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Let's Build Your Financial Strategy

Guidance at the intersection of life and wealth.

Bianca Noiseux

Bianca Noiseux

Investment Advisor Representative , Private Wealth Advisor

Bryan Ricci

Bryan J. Ricci, CFP®, CPA

Private Wealth Advisor, Investment Advisor Representative

Charles Dufour

Charles Dufour

Investment Advisor Representative

Daphne Roberson

Daphne Roberson

Investment Advisor Representative / Private Wealth Advisor

David Cowan

David L. Cowan

Private Wealth Advisor, Investment Advisor Representative

Dean Anatra

Dean Anatra, CPA

Private Wealth Advisor, Investment Advisor Representative

Dr. Sabrina Scott

Dr. Sabrina A. Scott

Private Wealth Advisor, Investment Advisor Representative

Hannah Candela

Hannah Candela

Director of Client Experience

Joseph Goss

Joseph (Jody) Goss

Managing Partner , Private Wealth Advisor

Joseph Knudsen

Joseph Knudsen

Investment Advisor Representative

Matthew Sweeney

Matthew Sweeney

Managing Partner, CIO

Michael Schellinger

Michael Schellinger

Private Wealth Advisor, Investment Advisor Representative

Mindy Gallina

Mindy Gallina

Investment Advisor Representative

Morgan Marx

Morgan Marx, CFP®

Private Wealth Advisor, Investment Advisor Representative

Sondra Ziegler

Sondra Ziegler, MBA

Investment Advisor Representative

Steven Minninger, Jr., MBA, CFP®

Steven Minninger, Jr., MBA, CFP®

Private Wealth Advisor, Investment Advisor Representative

Talia Vicente

Talia Vicente

Analyst, Paraplanner

William Joseph McCloskey

William Joseph McCloskey Sr.

Private Wealth Advisor, Investment Advisor Representative

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