Executive Financial Consultant


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A Personal Approach to Comprehensive Wealth Management

Managing your wealth means more than managing investments.  To properly grow and protect your personal and corporate wealth, we will provide superior wealth management with a comprehensive financial plan.  Our integrated approach will align your wealth with your life and business circumstances, plans and aspirations.  Life is rich and varied, so your financial plan should be too.

Meet our team

"Corey has been very sensitive to our perspective and experience - generous in presenting his acumen as a resource but not to dictate decisions, and generous in respecting our choices.  Because of this, we have been able to build a relationship with him over time that can be best described as trusting and valued.  Because of Corey's ability and input,...

"We have worked with Corey for many years.  Corey and his team did a comprehensive evaluation of our current situation and our goals in retirement, leading to a long-term financial plan that incorporates tax and estate planning strategies.  We are confident that Corey and his team are helping us achieve our financial goals in retirement, and would recommend them to...

"When we decided to wind down our business and plan our retirement, Corey and his team proved to be a great choice in helping us work through our options.  They were able to keep us focused on a clear and concise plan and introduced us to many tax and estate planning strategies, saving us and our estate a considerable amount...