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
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
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What's Your Risk Score
Years of experience have prepared us to guide you through your life transitions.
What It Takes to Become an Accredited Investor
What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
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