We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
THE EDUCATION, EXPERIENCE, AND INDEPENDENCE YOU DESERVE.
Our mission is to provide high quality, individually tailored wealth management services to meet the varied needs and unique circumstances of our individual and corporate clients. Our holistic focus seeks to develop independent and unbiased investment strategies that compliment your individual financial planning, tax planning, and estate planning goals. We have the education, training, and experience to handle your various objectives from several different perspectives.
Please contact us to schedule a confidential appointment if you would like to learn more.
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Michael J. Kertyzak III
Wealth Management Consultant
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Dylan Baker
Assistant Wealth Planner
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Deirdre Perry
Administrative Assistant
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Barbara Emenhiser
Senior Registered Client Service Associate
