TIME is always our first investment

When thinking about investing, it’s natural to start with time. Whether it’s how long you’ll need to save for a second home, a child’s education or retirement – even how long you’ll need your money to last once you retire – it’s all a matter of time. And time is a valuable asset.

That’s why time will be our first investment with you – time carefully spent getting to know you, your values and your life’s goals. Because only after we truly get to know you can we build a financial plan for your future. And as years pass we think you’ll agree, it was time well spent.

David M. Kolpien, CFP^®

Vice President, Investments Financial Advisor

Emily Bush

Senior Registered 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 plans to continue to propel you forward with sophistication and a 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.

Professionals

Your success is your greatest asset. Let us help plan your goals ...

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Families

From planning for educations to transferring a legacy to the next...

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Retirees

Planning should also include managing your money throughout retir...

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Whether it’s helping baseball players improve their skills or working with clients in pursuit of their financial goals, David Kolpien is always the consummate coach. And like all coaches, he usually has something important to share. To find out what’s on the coach’s mind – from his team’s latest victory, to what’s happening in the world of investments, or maybe even something interesting in the community – click here to learn more.