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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.

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?
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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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Keep Your Umbrella Handy

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
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