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A personalized approach to managing wealth


EXPERT FINANCIAL ADVICE YOU CAN TRUST

Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, we’ve worked with clients to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations.

We offer an array of personalized services, total wealth solutions and expert advice that can help make a positive difference in the pursuit of your financial goals. Whether you’re currently in retirement, preparing for the next chapter in your life, or just starting out - our team will build a financial plan that addresses your individual needs and financial goals.

Are you Retirement Ready?

Your success in retirement depends on the planning you do today. No matter what stage you are at now, we have the Total Wealth Solutions to help you achieve your financial goals and build your legacy.


Who We Work With

Individuals & Families

Build, protect and transfer your wealth knowing you are in the hands of experienced financial advisors. From wealth management, transfer and estate planning, turn to us for your comprehensive financial planning .

Businesses & Corporations

Your business began with a vision, and we're here to help you stay true to it. Specializing in the intricacies of business ownership at every stage, we collaborate with you to ensure your business flourishes while protecting it’s assets and people.

Professionals

Explore a strategic method for managing your wealth, featuring robust Financial Planning and management with personalized, cost-effective solutions tailored specifically to your needs.

You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

David Larocque Bio Image

David

Larocque, CFP® Portfolio Manager
Sandra Liu Bio Image

Sandra

Liu, CFP® Financial Advisor
Daphne Monaldo Bio Image

Daphne

Monaldo Branch Administrator
Curtis Miller Bio Image

Curtis

Miller Financial Advisor Assistant
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham