More Than an Investment Firm
Get the Support You Need in All Aspects of Wealth Planning
Aligning Your Finances with Your Values
By prioritizing building a trusting relationship first and foremost, we use a purpose-driven approach to help you build a holistic plan that encompasses what is important to you and fits your needs.
While we are a boutique style firm, we are a member of Mosaic Wealth Consulting which is an affiliated planning group within Osaic FA . Through Mosaic, we have access to additional resources to help clients understand their finances so they can preserve their future. Working closely with Kevin Testa, a trusted colleague and strategic partner of Mosaic, he brings an additional 20 years of experience to futher support client needs.
Whether you lost a spouse, sold a business or you’re preparing to retire, we strive to always provide quality solutions to ensure all your needs are considered.
We offer a broadly diversified portfolio of quality investment and insurance products to help assure you that every aspect of your wealth picture is understood and considered as part of your overall plan. They are broken down into the following three types of planning:
Lifestyle Planning
- Retirement
- Investment
- Survivor
- Education
- Life transitions
- Business consulting services such as business owner & succession planning
Investment Planning
- Wealth management and tax reduction strategies
- Portfolio modeling analysis and design
- Investment policy statement development
- Manager search and selection
- Income distribution strategies
Risk Management Planning
- Annuities
- Life Insurance
- Disability Income Insurance
- Long-term care insurance
- Legacy
- Estate Planning Strategies
Your Journey Starts With a Simple Call
If you’re ready to align your finances with your values and build a lasting relationship with an advisor team that cares about your well-being, schedule a call with us to get started.
Testimonials
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Take the First Step
Have a question or want to know more about our process? Contact us today. We’d love to meet.