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help make you
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and wealthier.
Choose a financial advisory team to stand beside you, and your strength multiplies. We are comfortable being a shoulder to lean on, and in fact, as a fiduciary, we expect it.
Did you know that wealth among brothers is more correlated than height or weight? So, if you are tall and rich, your brother is more likely to also be rich than he is tall.
Morgan Housel, The Psychology of Money
RETENTION RATE
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ASSETS UNDER
MANAGEMENT
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EMPLOYEE-OWNED
(WOMAN & VETERAN
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“There’s truly nothing greater than when a client seeks our counsel during a life changing event, knowing that we’re their trusted source to help them through that time.”
Mary Lisa Sisson
Vice President, Director of Client Service and Owner
“I want to work with women to help them become more financially literate, independent, and proud. And to do it alongside a team I feel so confident in is a great source of pride.”
Sarah Swan, CFP®
VICE PRESIDENT, WEALTH MANAGER
“A firm is only as good as its staff, and I look around and I see who we are, and it’s a very exciting place to be. I see nothing but positive opportunities for the firm and for our clients.”
Casey Ryan
VICE PRESIDENT, SENIOR WEALTH MANAGER
“I have always loved diving into the data. I enjoy turning that data into useful information, and leveraging that information to help accomplish a vision.”
EMILY LAMBERT, IACCP®
VICE PRESIDENT, OPERATIONS AND CHIEF COMPLIANCE OFFICER
“I love being a part of small, agile team. It’s an environment where the best ideas rise to the top and are implemented for our clients, no matter where they may originate from.”
DYLAN POTTER, CFA, CFP®
VICE PRESIDENT, WEALTH MANAGER
WE LISTEN
Intently
Getting to know you and what makes you tick is maybe our favorite part; it helps us understand what you are looking to achieve and where we can add value.
WE PLAN
Comprehensively
We believe in the power of putting pen to paper to develop a plan. And this part is collaborative; you know your values better than anyone, but we can use our expertise and fiduciary standard to set priorities and figure out the best path forward.
WE WORK
Relentlessly
So that you can spend your time doing what you love and rest assured that we are doing everything in our power to invest in your tomorrow.
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December 1, 2023Tiger Woods' journey to becoming a golf maestro carries an additional layer of significance in the context of his early golf career. Contrary to the conventional pursuit of mastering the longest drive off the tee, Tiger consciously chose to prioritize an aspect of the game often deemed less glamorous – putting.
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November 17, 2023Any time the market moves several percentage points in a week, let alone a day, it can make an investor wonder if they need to be doing something, anything, in response. I regularly get questions from clients around the time of big moves in the markets in either direction. Should the strategy change? Am I missing out? Could I be better positioned? One example of such a move was Tuesday of this week when CPI data was released and came in slightly better than expectations. The S&P 500 index was up 1.91% at the close while the Russell 2000 index,…
November 10, 2023As we turn the calendar to the closing months of 2023, we look back and consider how the year has unfolded compared to expectations at the beginning of the year. A year ago, the consensus opinion was that economic conditions would be poor in the first half of the year, likely including a recession, and the economy would recover in the second part of the year. Most investors expected a weak first half for stocks, with a rebound later in 2023. Contrary to the consensus belief, the economy proved far more resilient than expected through September, driving equity returns far…
November 7, 2023With the holiday season quickly approaching, it is the perfect time to start planning your family gatherings, shopping list, and most importantly your budget. Having a plan and sticking to a budget can help you to avoid buyers remorse as you enter the new year and look back at how quickly your holiday expenses have added up.
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