Personalized planning for your financial goals

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, I’m here to provide you with personalized financial planning based on your most cherished goals. As your advisor, my job is to explain the process and answer any questions or concerns, in plain English, so you can feel confident and informed about your future.

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk.

We can help provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

Get better acquainted with us and how we can help you

Why we're different
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Our Team
Craig Robinson
Craig W. Robison, CFP®, AIFA®
Senior Vice President, Investments
Angela Bourgeois
Angela M Bourgeois, AIF®
Investment Portfolio Associate

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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Nurturing wealth so you can live a longer, better life.
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Understanding the challenges women face and how to help.
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Our intense client focus and ability to work closely with specialists enable us to solve problems as they arise and deliver a seamless experience.
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Expertise to support the unique needs and goals of non-profits
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Sophisticated expertise in planning for today and future generations
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Helping you manage your financial success
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Trusted and comprehensive guidance to support your needs and mission
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A pragmatic approach to wealth management
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Providing objective, strategic advice and operational support as needed
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Confidently manage your new assets with the guidance of our experienced team
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Helping you establish and oversee a variety of plans
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Wealth can only be accumulated by the earnings of industry and the savings of frugality.
John Tyler

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