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Meet the team

We are a team of investment professionals who strive to simplify your financial life and provide you the freedom to focus on your passions and be confident about your future.

James Gilbert

James P. Gilbert, CFP®

Founder & Managing Partner

Plan Your Financial Journey

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

4 Critical Social Security Facts

Social Security is a significant concern for many Americans and plays a vital role in retirement. Learn about  important Social Security facts and what you should know as an investor.

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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What's Your Risk Score

What's Your Risk Score

Years of experience have prepared us to guide you through your life transitions.

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Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
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