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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Rick Ropelewski |
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By Ihsaan Fanusie A new database released by Georgetown University’s Center on Education and the Workforce (CEW) ranks 4,500 colleges and universities based on their return on investment (ROI). “At 1,233 postsecondary institutions (30% of all colleges), more than half of students 10 years after enrollment earn less than a high school graduate,” the Center wrote in its accompanying report. “CEW’s previous research suggests that these low earnings may be related to low college graduation...
Tom Lally |
By Thomas J. Lally, CFP® We are closing in on two weeks from our due date and I can’t believe how quickly these almost nine months have flown by! With not much time left, we’re in pretty good shape with our preparations. We’ve finished the pregnancy and baby classes from our hospital, Beth Israel. And we just completed the American Heart Association’s course on infant CPR, complete with a blowup dummy baby for practicing (which...