Broker Check

8733 Lakewood Drive
Suite 210
Windsor, CA 95492

LinkedInYouTube
 

Team

Rather than claim to be all things to all people, we prefer to work with a select few who require more personalized solutions and greater communication from their financial advisors. In today’s complex global economy winners become losers, safe havens can become risk exposures, and new opportunities can emerge in places where no one ever thought to look. The experience and skill needed to successfully manage your wealth demands a team of professionals with complementary abilities. You need a team who is focused on keeping your wealth plan in harmony with the fast changing financial landscape and your continually evolving life. For your benefit, we refuse to restrict ourselves to the expertise of any single organization, including our own. We are always seeking opportunity and are continually in search of strategies built on the best available thinking.

Our Team

Our advisors have a combined 30+ years of Financial and Investment industry experience. On staff we have Financial Advisors, Licensed Insurance Professionals, and partner with a Licensed Real Estate and Mortgage Professional. Locally, we have a developed network of Estate, Tax, Insurance and other targeted Professionals to serve the diverse needs of our clientele, while our relationships with recognized experts and consultants in the field of finance, economics, investment and taxes provide us a diverse and complementary team of professionals to serve your evolving wealth management needs.

Our In-House Staff

The success of any organization can be traced to the quality and dedication of its people. We have a staff of talented professionals who excel at what they do and enjoy working together in a team environment with the single purpose of maintaining highly satisfied clients.