Life is complicated enough, your financial planning shouldn’t be
Have you ever worried if you’ll have enough to retire? How will you care for your family? How will you protect what you’ve worked hard to build? Most investors struggle with these same questions. You’re not alone, and we’re here to help.
With a combined total of over 100 years of experience, our financial advisors provide clients with custom tailored financial planning solutions.
At every life stage we are a partner who helps you plan for accumulation, protect what you’ve worked hard to build, and pass a legacy on to the next generation.
By delivering fee-based advice, you can be confident our financial advisors and professional team won't surprise you with commissions or hidden fees.
Whether your goals include investment management, tax reduction, retirement readiness, business analysis, estate planning, education savings, or philanthropy, our financial advisors can help you put the pieces of the puzzle together.
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As industry specialists, our financial advisors cover a wide range of financial planning and investment management strategies, as well as the latest market news and information. Check out our most recent articles:
There are multiple ways to invest in fine art, from art funds and trusts to online sales and purchasing individual pieces to hang on your walls. We cover a few of the details you should know before you make the plunge. By Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: The fine art market in the United
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Discover the benefits, risks, and strategies for investing in REITs, and gain insights to diversify your portfolio and earn regular income. By Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Real Estate Investment Trusts (REITs) have long been a popular investment vehicle, allowing individual investors to access the benefits of the real estate market without the complexities
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You may have heard the term discussed in financial advising or estate planning conversations, but what exactly is a trust? Our guide will help answer what you should know about trusts. Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: What You Should Know About Trusts In the most basic terms, a trust is a legal
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