Sophisticated wealth management to serve your individual needs

James J. Szafranski, CFP^®, AAMS^®

Director, Wealth Management Investment Management Consultant, Financial Advisor

Michael D. Wagner, CFP^®

Director, Wealth Management

Jim Maggard, WMS, WMS

Senior Vice President, Investments Financial Advisor

Andrea Santiago, AAMS^®

Financial Advisor

Julie Diane Hintt

Senior Registered Client Service Associate

Christina Minick

Sr. Client Service Associate

Dynamic thinking makes a difference

We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.

Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team aims to help you propel forward with a sophisticated, well-crafted plan.

Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.

Retirees

Nurturing wealth so you can live a longer, better life.

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Business Owners

Unique solutions for business owners and entrepreneurs.

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Corporate Executives

Helping you manage your financial success

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Families & Individuals

A pragmatic approach to wealth management

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Sudden Wealth

Confidently manage your new assets with the guidance of our exper...

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An investment in knowledge pays the best interest.

Benjamin Franklin