Sophisticated wealth management to serve your individual needs

The complexities of the financial world require sophisticated wealth management and a partner to assist you who is as dedicated to pursuing your specific goals as you are. When it comes to managing your wealth, our team can help guide you through today’s challenging financial landscape with professional skill and can do so with comprehensive plans that are designed to align with your specific investment requirements. Our client-focused approach makes the difference between chasing returns versus a personalized wealth management experience tailored to you.

Why we're different
Our Team

Get better acquainted with us and how we can help you

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Dane Pinter
Dane Pinter, CFP®, AAMS®, CRPC®, CEPA
Senior Vice President, Wealth Management
Tina Nicholson
Tina M. Nicholson
Senior Client Relationship Coordinator

Being here and knowing you enable us to be a trusted partner you can count on. You know the reasons you’re working so hard. We want to know them as well – and help you plan for all you want to achieve.

STRUCTURED Process

ANALYTICAL Insights

PERSONALIZED Guidance

Unique solutions for business owners and entrepreneurs.
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Niches
Nurturing wealth so you can live a longer, better life.
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Niches
Helping you manage your financial success
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Niches
Helping you establish and oversee a variety of plans
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Niches
The gratification of wealth is not found in mere possession or in lavish expenditure, but in its wise application.
Miguel de Cervantes

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