Collaborate With a Team of Financial Professionals You Can Trust
We provide multi-generational planning and portfolio analysis and review to business owners and high-net-worth individuals in order to help define their legacy and plan the future they deserve.
An Educational Approach to Financial Planning
We are a team of hands-on financial professionals who want to simplify the process. We teach you how to easily understand your wealth in a way that provides you with basic knowledge and actionable advice. In return, this will help you paint a clearer picture of where you are today and where you want to be in the future.
Choose a Collaborative Model That Works for You
Our firm goes beyond a one-size-fits-all philosophy. We provide two different models to address your needs. Whether you are looking for a fee-based financial planner or simply a financial professional to help develop strategies for a portion of your assets, we can serve in the capacity that is appropriate for your situation.
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If you’re ready to get started, we are here to help! Schedule a consultation with us so we can discuss your questions, concerns, and goals one-on-one.
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Is Your Money in Too Many Places?
By Christopher Price, CFP®, RICP®, ChFC® How many investment accounts do you have in your household? Three? Five? Or maybe even 10? Whether they accumulated over the years from previous employers or you opened them for yourself, it’s not uncommon to have multiple accounts, especially for high-net-worth families. I’ve worked with families who had as…
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Selecting a trusted financial partner to work with is one of the most important decisions you can make for your financial future. Not only do you need solutions and strategies for your future, but you also need guidance to take advantage of time-sensitive opportunities like tax changes, interest rate fluctuations, and investment developments. Whatever you…
Financial Planning for When the Markets Defy Gravity
By Christopher Price, CFP®, RICP®, ChFC® Since COVID-19, many of us have been left to pick up the pieces of our businesses and our investments. With such an unexpected hit, it’s been difficult to find the confidence to plan for the future again. Even some of the wealthiest people saw their portfolios take a dip…
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