Holistic planning for your full financial life

The holistic financial planning we provide goes well beyond just managing and preserving your wealth to address every financial priority in your life. Our team quarterbacks all financial matters, coordinating with your estate attorney and CPA. It’s all part of our concerted effort to best serve you and your family – today and for every significant milestone along the way.

Members of the team have obtained numerous professional designations, such as Certified Financial Planner, Juris Doctor, Chartered Retirement Planning CounselorSM, Accredited Asset Management SpecialistSM, Accredited Estate Planner®, and Wealth Management Specialist, which give them added experience in evaluating and making recommendations for our clients.

We care about our clients’ every need, whether it’s retiring comfortably, selling their business or putting a son or daughter through college.
Casey Bulgin, CFP®, AEP®, CRPC®; Vice President, Wealth Management