01. It’s About You,

As a firm, our focus is to understand your goals and priorities, and develop a plan to reach them. We are passionate about the importance of comprehensive wealth and estate planning guidance to create a holistic financial plan.

 

02. Your Plan,

We strive to align your vision into a financial planning roadmap with understandable milestones so that you know where you are on your chosen path. Having a plan in place gives us the opportunity to proactively and regularly address your questions, the things that keep you up at night, and the changes life brings.  

03. And Personal Guidance

We will be your partner along the way to coordinate the services of all of your other professionals, monitor your life changes, and provide recommendations to help you stay on course (or create a new one!) We’ll always be accessible to talk about the here and now, as well as your future - because we want to relieve stress, not create it.

Meet Our Team

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News

By Nick Fortuna Seniors often wait too long to simplify their finances, communicate financial goals, and eventually sign a power-of-attorney document that names someone to manage their money if they’re no longer capable. This delay can be costly, and it’s why researchers are urging seniors to choose a financial advocate and create a financial plan before they need assistance. Mild cognitive impairment, which often presages dementia or Alzheimer’s, affects 6.7% of people ages 60 to...
Rick Ropelewski |
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By: Rick Ropelewski Like everyone else after two years of COVID lockdown, we were getting a little cabin fever. So we crossed our fingers that the case numbers would not spike again and scheduled a trip a little farther afield to Alaska (okay - a lot further afield). The trip was amazing in so many ways, with some of the highlights including: Mt. Denali National Park – while we did not see too much wildlife...
Nick Maggiulli |
By Nick Maggiulli Does the following quote seem accurate to you? Throughout the pandemic, the nation lacked a uniform policy about gathering places, and there was no central authority with the power to make and enforce rules that everyone had to obey. Each community acted on its own, doing as its elected officials thought best. What about this one? For young survivors of the pandemic, life would never be the same. Like shell shocked soldiers...