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Our Difference

When you work with our team, you’ll have a dedicated team of wealth management experts by your side creating a customized financial plan that aligns with your unique goals and values.

Our team is comprised of long-tenured, diverse and highly credentialed individuals.  We leverage our in-house resources as well as external expert team, so we are constantly learning about and providing perspective on the latest financial planning and investment management strategies.

Team Accolades

CFP®

CFP®

    • Neil obtained his CFP® certification in 2012
    • Will obtained his CFP® in 2024
Five Star Professional

Five Star Professional

Forbes Best-In-State Wealth Advisors

Forbes Best-In-State Wealth Advisors

Five Star Professional award winner 2014-2025. Most recently issued on 2/2/25 by Five Star Professional (FSP) for the time period 5/15/24 through 11/29/24. F. Crescendo Business Services created and conducted the survey. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers, but a fee was paid for use of marketing materials. 2024 Forbes/SHOOK Research Best in State Wealth Management teams published on January 9, 2024. Rankings based on data as of March 31, 2023. Forbes/SHOOK Research Best-In-State Wealth Advisor 2019, 2021, 2022, 2024. Most recent publication as of January 2024. 2025 Forbes | SHOOK Forbes/SHOOK Research Best in State Wealth Management teams published on 4/8/25, data as of 6/30/24. 

Team Certifications

One or more members of our team hold the following designations to showcase our dedication and expertise in wealth management.

CFP® Designation

CFP® Designation

A CFP professional has gone through a rigorous experience and ethical requirements in order to provide the knowledge, integrity and professionalism of a financial planner. You can expect a comprehensive view of your financial needs based on your objectives and goals.

*2024 Forbes/SHOOK Research Best in State Wealth Management Teams, published on January 9, 2024. Rankings based on data as of March 31, 2023. Forbes/SHOOK Research Best-In-State Wealth Advisor 2019, 2021, 2022, 2023, 2024.

2024 Forbes/SHOOK Research Best-In-State Wealth Management Teams published 1/9/24, data as of 3/31/23

*Five Star Professional award winner 2014-2024. Most recently issued 1/9/2024 Crescendo Business Services created and conducted the survey. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers, but a fee was paid for use of marketing materials.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.

Put our expertise to work for you. Contact us. 

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