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  • Your Financial Security is Our Business

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

     

  • Your Financial Security is Our Business

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

     

  • Your Financial Security is Our Business

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

     

Why Us?

We proactively plan and implement customized financial plans designed to help you achieve your objectives with unparalleled personal service.
Thank you for visiting our website.  We look forward to meeting with you in the near future.

 

About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

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Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.

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Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

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OUR SERVICES

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

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Investments

Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.

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Managing Your Finance

Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.

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Asset Allocation 

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

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Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

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Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

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Business Succession 

The death of a partner or major stockholder in a business can have devastating effects on both the business and the deceased partner’s surviving family.  The business is concerned with gaining control of the deceased partner’s interest at a fair price so that it can continue operations without interference from the surviving family members.

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Risk Management

Insurance is essential to any comprehensive financial plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship. Some life insurance policies also provide tax-advantaged savings that you can draw on to when pursuing goals like buying a house or retiring comfortably.

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Our Team

Learn more about our amazing team of professionals.

John M. Egan, CFP

Managing Partner and Lead Wealth Advisor

Peggy Simmons

Wealth Advisor

Daniel J. Field, CFP

Jennifer Glogolich

Client Service Manager

Melinda Glogolich

Client Service Advisor

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