Broker Check

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.

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.
Learn More
What's Your Risk Score

What's Your Risk Score

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

Learn more
Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Learn More

Ready to Contact Us?

Thank you!
Oops!