A certification of skill – a commitment to serve

An Elevated Advisory Experience

We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions. Our personal approach and robust capabilities enable us to create customized investment solutions and deliver a superior standard of service with every investment solution we present. Whether managing your personal wealth or elevating your business to the next level, our team remains focused on the strategic thinking and opportunities that will help drive you toward success.

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 Novak

David

Novak Senior Wealth Advisor
Marie Wood

Marie

Wood, BA Senior Financial Advisor Assistant
Jill

Jill

Watson Sr. Branch Administrator
Brittany

Brittany

Shapitka Administrative Assistant
Reach Your Peak Financial Health

Sophisticated wealth management