A wealth of financial experience working for you and your family
Our team has more than 125 years of combined financial industry experience, while our financial advisors average 27 years of experience each and hold accredited professional designations such as Certified Investment Management Analyst® and Certified Financial Planner™ professional. It means we have the knowledge and capabilities to address the more sophisticated needs of affluent families and individuals – all in one office, with a savvy team to serve as a single trusted point of contact.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
“We want to make a meaningful impact on our clients’ lives. For anything they need or any obstacle they encounter, they have a dynamic team to help them.”
