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
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
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What's Your Risk Score
Years of experience have prepared us to guide you through your life transitions.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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