Prudent Wealth Management To Serve Your Unique Needs

The complexities of the financial world require comprehensive solutions and an experienced advisory team that is dedicated to supporting your continued success. When it comes to managing wealth, our team understands that effective stewardship requires professional skill in navigating today’s challenging investment landscape and a thorough plan that reflects the distinct circumstances of each individual client. As your needs evolve, we will partner with you at each step of the way, offering timely advice that is grounded in a commitment to service.

COMPREHENSIVE PLANNING

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail of your financial situation.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Investment Strategies

Our team of professionals unlocks a number of choices for your portfolio.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Get to know Our Team

David headshot
David Schefter, CFP®, MBA, CIM
Branch Manager and Portfolio Manager
heather headshot
Heather Desjardins, RIS
Associate Financial Advisor
Linda
Linda Fister
Client Service Specialist

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.
The gratification of wealth is not found in mere possession or in lavish expenditure, but in its wise application.
Miguel de Cervantes

Information & insight

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