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We are a boutique independent wealth management firm serving the aspiring affluent

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Do you feel like a number rather than a person?

We provide independent advice. We work with you, face to face, to figure out what you want and how you can get there. The comprehensive platform we offer means there are options for investors of all types – individuals, businesses, foundations. You know where your money is, where it’s going, and why. We treat your money the way it deserves to be treated.

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From our blog

IRS Benefit Plan Limits for 2016

The Internal Revenue Service has announced contribution limits for retirement plan participants for 2016. As expected, most of the contribution limitations for retirement plans have not changed from the 2015 limits. Some associated tax breaks and other items have...

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Avoiding Tax-Related Identity Theft

Presented by Paul C. Spoelstra CFP® AIF® If you’re not thinking about your taxes yet, you should be—identity thieves certainly are. During tax season, there’s a significant increase in the sharing of sensitive information, both online and via postal mail. Not...

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7 Common Retirement Plan Mistakes

Authored by Nevin E. Adams, JD The headlines are all about revenue sharing, conflicts of interest, and statutes of limitation—but the things that are likely to get a Retirement Plan and plan sponsor in trouble are a lot more mundane. Here are seven that are more...

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logo2 This communication strictly intended for individuals residing in the states of CO, CT, FL, MI, OH, PA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Advisor.

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