Your financial future, strategically planned.
Your financial legacy, meticulously crafted. Our comprehensive planning process aligns your resources with your dreams, ensuring your family’s security and your personal aspirations become a reality.
Your financial legacy, meticulously crafted. Our comprehensive planning process aligns your resources with your dreams, ensuring your family’s security and your personal aspirations become a reality.
Planning today ensures peace of mind tomorrow.
For Newly Retired Clients
We help you transition from wealth accumulation to wealth distribution, ensuring your assets are managed efficiently for a steady income stream throughout retirement.
For Early Retirement Planners
If you’re aiming for financial independence, we help you determine the best timeline and investment strategies to retire early and sustain your desired lifestyle.
Long-Term Care & Life Insurance
As you plan for retirement, we assist in safeguarding your assets through strategic insurance and long-term care solutions.
Social Security & Pension Optimization
Timing is critical when it comes to Social Security and pension withdrawals—our team will ensure you get the most from your benefits.
Protecting your legacy starts with a strong plan.
The Caretakers
For those managing their family’s financial affairs, we provide guidance to ensure a seamless transfer of wealth to the next generation.
Trust & Will Planning
Establishing the right legal framework is key to protecting your estate. We work with estate attorneys to create wills and trusts that align with your financial goals.
Charitable Giving Strategies
Whether you want to create a family foundation or set up donor-advised funds, we help you give back while maximizing tax benefits.
Invest in your child’s future with tax-efficient education savings strategies.
529 College Savings Plans
Maximize education funds while minimizing tax impact.
Education Trusts
Ensure structured asset distribution for your children’s education.
Tax-Advantaged Growth
Alternative tax-advantaged investment vehicles to help plan for the cost of higher education.
Answers to our most common financial planning questions.
Services typically include investment management, retirement planning, tax strategy, estate planning, risk management, and philanthropic planning.
We use bank-level encryption, secure client portals, and strict privacy protocols to ensure your data is safe.
Yes, we offer customized portfolios including ESG and socially responsible investing strategies.
We use a combination of personalized risk assessment, long-term goals, and market research to build your portfolio.
We’re transparent about fees—no hidden costs. Most of our clients pay a percentage of the assets we manage for them, but we’ll explain everything clearly upfront.
You can schedule a complimentary consultation with one of our advisors through our contact page or by phone.
We work with individuals, families, and business owners who want expert guidance to grow and protect their wealth—whether you're building it, preserving it, or planning your legacy.
We take the time to really get to know you—your goals, values, and concerns—then build a custom plan around that. It’s personal, not cookie-cutter.
Yes, 100%. We’re fiduciaries, which means we’re legally—and personally—committed to putting your needs firs
As often as you’d like! We check in regularly (usually quarterly), but we’re always here if you have questions or life throws a curveball.
Katie Medina CFP®, CRPC®
Managing Partner
Financial planning and wealth management specialist, focusing on personalized strategies.
“Your dreams aren’t just aspirations, they’re achievable milestones. We’ll partner with you to craft a financial blueprint that secures your retirement, celebrates life’s pivotal moments, and builds a legacy for generations to come.”
View additional services we provide.
Stock Selection & Portfolio Monitoring Business & Corporate Services