How confident are you in reaching your top financial priority?

By landing here, it tells us that you are curious about financial matters and improving your financial condition. Take a moment and look around our site; it was built with you in mind. We realize that an educated client is going to make better financial decisions. Educating you is why we write our blog, link to useful content and have research tools embedded here. We want you to leave this site feeling more confident about reaching your financial priorities.

This site is filled with useful tips, ideas and strategies to improve your financial affairs.

If you implement some of the content on this site, we believe you’ll end up improving your net worth. If you decide to engage with us, we know we can service your financial needs and greatly improve your financial situation.

Once you’ve browsed around, we look forward to having a conversation with you about your situation and how we can service your wealth needs.

COMPREHENSIVE PLANNING

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Retirement Planning

Estate Planning & Strategic Charitable Giving

Investment Strategies

Risk Management

Transferring Your Account

Investment Protection

Get to know Your Advisor

Kurt Lucier
Kurt Lucier, CFA®
Senior Wealth Advisor
Khady Niang
Financial Advisor Assistant

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.
It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
Robert Kiyosaki

Information & insight

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