Customized, Ongoing, All Encompassing
Discover an array of services for all your financial needs.
No matter what stage you are in life, we will help you pursue your financial life goals through consistent and customized strategies. We describe our business as "holistic" in the way we approach your financial plan. Our holistic approach is not "cookie-cutter" since you are the center of the plan.
Our customized financial wealth checkup takes a deep look into your Financial Wellness. This comprehensive understanding of your current financial wellness gives both the client and us a clear path and strategy to move forward.
There’s your Plan and there is Life. Life is a process and it changes and has challenges and triumphs. Let us walk the road with you so you can be prepared every step along the way.
A solid financial wellness foundation that evolves as you do.
Personal, Professional, Distinct and Transformative advice.
ho·lis·tic (adj): characterized by comprehension of the parts of something as intimately interconnected and explicable only by reference to the whole.
Our independence means we are not tied or beholden to anyone other than our clients. Our team of fee-based advisors includes an Accredited Investment Fiduciary (AIF), a Certified Financial Planner (CFP) and a Chartered Retirement Planning Counselor (CRPC)
President and Founder - Clifton Park, NY
Director of Operations - Clifton Park, NY
Senior Vice President - Clifton Park, NY
Wealth Advisor - Clifton Park, NY
Client Services Associate - Clifton Park, NY
Senior Operations Specialist - Clifton Park, NY
Client Concierge - Clifton Park, NY