01. About Us
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
02. Our Philosophy
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
03. Our Process
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
Paul Spero, CFP®
Paul Spero is a CERTIFIED FINANCIAL PLANNER TM professional with...
Accounting & Tax Specialist
Becky joined the company in 1991. She holds a BS in...
Financial Advisor, Registered Principal
Ben joined our office in 2019 as a Financial Advisor...
Director of First Impressions
Laurie joined our office in 2019 after spending 30...