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.

You don't settle for anything less than the best. Neither do we. Quite simply, there’s too much at stake to entrust the management of your wealth to a lack of experience or attention to detail. That’s why our team focuses on you and your financial life with no tolerance for loose ends. We pride ourselves on providing a high level of due diligence and service when it comes to your financial future. So, we invite you to ask yourself: When was the last time you were impressed with who you trust to handle your financial affairs?

An elevated advisory experience

The right advice starts with a trusted relationship. Financial advice is about more than just having a plan. It’s about having the right plan for you. And that only happens with a true understanding of your whole life, beyond just your finances. Our business is about you and your financial well-being. We believe planning and advice should go beyond simple asset allocation. It’s about your entire life and managing all the twists, turns, and ups and downs that happen along the way.Whether you want to manage your wealth, preserve your assets or build your legacy, contact us today and learn how we can help you make your financial goals become future realities.

Thomas A. Whitehurst, CFP^®

Senior Vice President, Investments Certified Financial Planner

Phil Wengrovitz, CFP^®

Senior Vice President, Investments Certified Financial Planner^™

Christina Ward, AAMS^®

Investment Portfolio Associate

Simone S. Kriger, JD

Senior Financial Planning Consultant

Ana Crespo

Senior Client Service Associate

Nora Ampuero

Senior Client Service Associate

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, Certified Financial Planner^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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.

An elevated advisory experience

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 aims to help you propel forward with a sophisticated, 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.

Nurturing wealth so you can live a longer, better life.

Niches

Understanding the challenges women face and how to help.

Niches

Confidently manage your new assets with the guidance of our exper...

Niches

A pragmatic approach to wealth management

Niches

Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act.

Pablo Picasso

Personalized planning for your financial goals

An elevated advisory experience

Dynamic thinking makes a difference

An elevated advisory experience

Visionary strategists aligned with you

Success belongs to a class of its own

Impeccable attention to every detail

Retirees

Women Investors

Sudden Wealth

Families & Individuals