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Who We Are

Smart preparation can mean more time to appreciate who and what you love, and less time spent struggling to achieve that reality. We feel our clients know they have an advocate and feel empowered to make the right decisions for their families and their legacy.

Our firm was founded on a simple premise and our goal is to overachieve at executing on that premise. We will develop your personalized plan, provide you with access to other planning professionals as necessary and ultimately strive to instill a newfound confidence in your financial future. Then, as life unfolds and your situation changes, we’ll help you make prudent decisions to evolve your plan accordingly and navigate these crossroads with ease. Curating wealth is our job; enjoying it is yours.

The John T. Christy Team

The Frederick A. Tromans Team

The Ernie F. Collyer Team

Andrea J. Wilt

Brian O. Gloe

Scott D. Schloegel

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