225 Water Street,
For centuries, sailing ships used Prisms to provide a safe source of natural sunlight to brighten areas below the main decks. Similiar to this nautical tool, we aim to help illuminate the various areas of ones financial planning landscape.
Our group boasts over 100 years of combined practical experience, all while striving to provide concierge level service. Additionally, we hold various coveted planning designations, which not only elevate our knowledge base but also aim to set us apart from others in the field. We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. From there, we work with you to design a comprehensive and transparent financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.
We work closely with individuals from diverse professional and personal backgrounds throughout the country. These include business owners, real estate professionals, growing families, retirees and pre and post divorcees. We want to learn more about your personal situation, pinpoint your goals, and understand your tolerance for risk. Open and candid communication are the cornerstones of our successful planning relationships.
Retirement Planning Specialist
Client Relations Associate
We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.