Let us be the compass

Let us be the compass that guides you towards a retirement filled with exhilaration, purpose, and the freedom to make cherished memories that last a lifetime.


Nurturing wealth so you can live a longer, better life.
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You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

Brian Haugen Bio Image

Brian

Haugen, WMS™, CRPS™, CEP® Senior Vice President, Investments Passionate, Tenacious, Seasoned
Steven Cann Bio Image

Steven

Cann, MS, MPAS™, CFP® Vice President, Wealth Management Dedicated, Focused, Prudent
Melissa Dailey Bio Image

Melissa

Dailey Senior Client Service Associate Dedicated, Deliberate, Kind
Adam Vafides Bio Image

Adam

Vafides Registered Client Service Associate Driven, Amicable, Humble
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham
Always here for you

 

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