Caring about you and your financial future

Through a successful company, career or practice, you’ve accumulated wealth, and now that you’re anticipating many years of retirement, it’s more about preserving it and mitigating risk. You want to be confident you’re making smart decisions, particularly around actions involving your retirement accounts.

You want to be confident you’re making smart decisions, particularly around actions involving your retirement accounts.

As your trusted financial partner, we will tailor a comprehensive wealth plan based on your specific needs, carefully manage and monitor your investments, and take good care of each essential financial matter in your life. After all your years of hard work, you deserve nothing less.

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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.

Retirement Planning

Investment Strategies

Estate Planning

Banking and Lending Services

Financial Planning

Education Planning

Get to know Our Team

Jason-firek
Jason Firek, CFP®
Managing Director
Gus Panos
Gus Panos
Managing Director

Disciplined Process

Our thoughtful and disciplined process includes in-depth discovery to aid us in designing, implementing and managing a plan that precisely fits your life.

Investment Philosophy

When tailoring an investment portfolio to a client, we pay particular attention to the management of risks and the preservation of principal.

Our Services

Through the full spectrum of financial services we offer, we can help you plan for a wide range of needs during every stage of your life.
“We work extremely hard on behalf of our clients because we truly care about them and their families.”
Gus C. Panos, Managing Director

Information & insight

Inflation math inconsistent with economic math in Q1 2024

05/17/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Consumers are becoming more discerning

05/17/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Four ways to teach your kids about business

Set them up for professional – and personal – success. 
Business Ownership

Tax-advantaged accounts: A powerful addition to your financial plan

The benefits of tax-efficient wealth management.
Tax Planning

More retirees crossing state lines – here’s where they’re going

05/14/2024

Florida drew more retirees than any other state.
Retirement & Longevity

Don’t fear the language – understand it

05/13/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Background Rotating Sphere Pattern

Tell us how we can help you

 

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