You deserve a forward-thinking approach to wealth management that customizes a plan specifically to your unique financial objectives and is designed to weather the inevitable ebb and flow of the markets. We are here for a singular purpose – to help you move forward into the future, ever closer to the goals you have for yourself and your family.

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  • You are not
    just another client.
    We are not just another wealth management company.



What can we possibly say to you that you don’t hear from every advisor? That we’re highly experienced? (We are.) That we look out for your best interests? (We do.) That we have a relentless dedication to personal client service? (We have.)

Here is what we can tell you that you won’t hear from every advisor. The way we work with you and the way we’ll build your portfolio is personalized to your precise needs, goals, preferences and situation. In other words, we won’t pick a single investment until we know you well.

Our Team

Patrick Sullivan, CFP®

Branch Manager | Financial Advisor

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Kevin Sullivan, CFA®, CFP®, CIMC

Branch Manager | Financial Advisor

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Jennifer L. Malmstrom

Registered Client Service Manager

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Kristin
Harpine

Registered Client Service Manager

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Jessica McAllister

Registered Client Service Manager

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Email

Maryann P. Fulop, CRPS®

Investment
Executive

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Jane Elizabeth Jacobs

Office
Manager

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Savannah Harris

Administrative Assistant | Receptionist

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Raymond James

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Why We’re Different

There are several ways we stand out from "big" financial firms, but really only one reason for it – to serve all your wealth management needs with a one-of-a-kind client experience. Now that you know why we’re different, come see how.

Our Investment
Philosophy

Crafting individual portfolios and adapting to an ever­-changing financial environment is the best way we know to help our clients have the greatest chance of achieving their goals.

 

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Comprehensive
Services

We are far more than just Financial Advisors or Wealth Managers, but holistic wealth planners who address every aspect of your financial life. After all, you deserve nothing less.

 

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