Every Wealth Management Plan is maintained and monitored with a proactive service model where your interest always comes first.
We start with your current financial situation and develop a comprehensive Wealth Management Plan to get you on track to reach your goals. The cornerstone of our practice is our holistic, tailored, and attentive approach to managing your wealth. 


We believe that the foundation of wealth management is independent and objective advice that strictly adheres to the fiduciary standard.  Working together through our 5-step wealth management process, we develop a personalized financial strategy – based upon your lifestyle and financial needs – determining your goals, risk tolerance, and plan for future life events.  With our shared vision of your financial objective, we can respond to changes in your personal circumstances or in the financial markets to help you stay on track.


1 | Financial Planning
    • Retirement
    • Education Funding
    • Charitable giving
    • Wealth transfers
    • Trusts and estate plans
    • Risk Management / Insurance Review
    • Consolidated reporting
2 | Asset Management
    • Portfolio analysis
    • Investment Policy Statement
    • Portfolio design (Active or Passive)
    • Manager Selection
    • Discretionary portfolio management
    • Ongoing investment advice
3 | Alternative investment strategies
    • Hedge Funds
    • Private Equity
    • Real Estate
4 | Cash Managements
    • Budgeting
    • Retirement income
    • Credit arrangements
    • Money movement
    • Cash flow analysis
5 | Philanthropy
    • Donor advised funds
    • Tax aware strategies
    • Private foundations

“I enjoy working with clients to build innovative solutions that help optimize their resources. Helping clients structure their finances so that they can flourish  is particularly rewarding.” – Andrew Barrett

Retirement Plan Services

We have invested the time and resources to be a retirement plan specialist while seeing other providers treat it as merely an ancillary revenue source. Our objective with our clients is simple: save the employer time and help employees retire with dignity. We do this by serving as a co-fiduciary to the plan and providing services going beyond traditional financial advisor. These services include investment advisory, fiduciary governance, vendor management, plan design, and most importantly employee engagement.

    • Traditional 401K
    • Profit Sharing Plans
    • Cash Balance Plans
    • SEP
    • SoloK

“My passion is to get the family on track to retire comfortably. This will allow them to focus on their passion—their career. Thus, my mission is simple: to help people retire with dignity.” – Briggs Huddleston