Overview

We are a wealth management boutique with 30 years experience. Locally born and raised. We are focused on further developing our team and our awesome culture. There are currently four of us; all women, college educated and representing multiple generations. Our core values are: Excellence, Entrepreneurship, Quality Relationships and Work-Life Balance. A CFP, CPA or Estate Planning attorney may be just what we’re missing. Do you take your work seriously but not yourself too seriously? Do you have a strong work ethic, high moral values and a desire to be the best and help people reach thier goals?

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