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.

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Rick Ropelewski |
By: Rick Ropelewski I am at the point in life where my tie collection is complete. Also, with our kids 21 and 19 we’re now at the stage in life where getting quality time with them is difficult. So, for the holidays I asked the kids for an activity or outing with them versus another tie, and they both came up with great ideas. Our daughter Molly will start her senior year in college this...
NEW YORK, July 13 (Reuters) - Vanguard Group, the world's second-biggest asset manager, said on Wednesday the U.S. economy had a growing chance of falling into recession in the next two years but raised its expectations for annual returns on stocks and bonds. The Pennsylvania-based mutual fund manager noted a 25% probability of a U.S. recession over the next 12 months and 65% over the next two years. In the Euro area, the chance of...
Here's how rising interest rates affect bond prices, home mortgage rates and more. Prepare for rising rates. The Federal Reserve raised interest rates by 0.5% on May 4 – the largest rate hike since 2000. This was the second rate increase in 2022, although the latest hike was slightly more aggressive over the previous increase of 0.25% as Fed Chairman Jerome Powell aims to fight high inflation. Powell said he anticipates further interest rate hikes...