James P. Gilbert, CFP®
Founder & Managing Partner
Stephen Salis
Partner
Kevin Moree
Partner
Lee Michael Morrison
Financial Advisor
Barbara Frasier
Client Services
Plan Your Financial Journey
Whether you are about to begin your transition to retirement, are currently retired, or just starting out in your career, our wealth management services help you feel confident in your future.
- Retirement Income Planning
- Investment Management & Advisory Services
- Financial Planning
- Retirement Plan Advice
- Plan Services
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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What's Your Risk Score
Years of experience have prepared us to guide you through your life transitions.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
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