A personalized approach to managing wealth

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, I’m here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk.

I can help provide you with just the right combination of financial services, support and guidance that make the most sense for you. I’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

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Geoffrey A. Japchen bio headshot

Geoffrey A. Japchen, Senior Vice President, Investments

Being here and knowing you enable us to be a trusted partner you can count on. You know the reasons you’re working so hard. We want to know them as well – and help you plan for all you want to achieve.


It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
Robert Kiyosaki