Clients work with us for only one reason: they want to partner with a competent, caring advisory team that will help them navigate the often intimidating world of finances and guide them toward connecting their wealth with their life. Clients are informed and engaged delegators that understand and value competent advice. They appreciate the pilot, but ultimately are in control of where they go.

We pride ourselves on partnering with clients to provide comprehensive unique and client-specific financial solutions. The best compliment that we can receive is an introduction to friends, family and colleagues.

Here are a few examples of why clients trust us as their wealth management partner and the solutions we have developed for them:

 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 anyone looking for financial planning. 

Morris and Lou H., Retired Business Owners


 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, my financial future is expected to be dramatically different than it would have been otherwise. 

Dean & Beth J., Business Owners

 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 of tax. We would highly recommend them to anyone looking for a comprehensive planner! 

Daryl and Leta S., Retired Business Owners

 I have dealt with Corey in different capacities, whether serving on boards and as my financial planner, for many years. Through these experiences, we have built a trusting and valued relationship. Corey helped navigate the difficult financial changes of going through a divorce and moving forward while securing our financial futures. Corey was sensitive to our situation and provided his expertise in navigating this journey. 

Vivianne G.

 Corey takes time to get to know you and your financial goals and makes complicated financial information easy to understand. He is knowledgeable, professional and always willing to provide advice without any pressure. We highly recommend him to anyone looking for help with their financial planning. 

Denis and Vivien P.

 I was facing a completely unforeseen change in my life, struggling with cancer at the same time my husband of 39 years requested a divorce. I became completely overwhelmed! I had very little experience in dealing with my financial situation, but then a very close friend introduced me to Corey. I met with him and immediately felt supported and at ease. He directed me through a journey that I lacked confidence and knowledge of. Corey’s professional approach, planning, strategies, and patience made an extremely difficult challenge easier to navigate. His guidance, support, and advice has moved me forward to a successful financial future. 

Bonnie B.