01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. We strive to be trusted advisors that put our clients above all else.

02. Our Philosophy

Our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. We create a crucial financial plan that protects your needs now and plans for your future.

Our Services

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial well-being to help create a life after work that reflects the success of your life’s work.

Tax Planning

It’s said that only two things are certain in life: death and taxes! While there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the latter.

Asset Management

You and your loved ones work hard to accumulate assets over a lifetime. With a strong financial plan, when the time comes for you to leverage those assets, the hope is that they’ll be there for you to benefit from.

Our Team

The PROFi Wealth Management Formula

Investment Consulting + Advanced Planning* + Relationship Management

Most advisors focus on selling investments.  We focus on what makes sense to achieve your goals.

You can hire lots of "advisers," but you need financial leadership to do the right things and the right way.

*only 6% of advisors provide advanced planning services that include tax mitigation, wealth protection, wealth transfer, and charitable giving.

Blogs

It’s possible for one economy to tell two different stories. One of growth, opportunity, and abundance. Another of constraint, anxiety, and scarcity. This isn't new. But recent economic data makes the divide unusually visible. Recognizing this divide can change how we think about (and react to) the headlines. When Economic Signals Might Contradict Economic indicators paint a puzzling picture. Market gains create wealth while financial stress intensifies. Corporate profits surge while consumer confidence splits. Premium...
These conversations aren’t easy. Bringing up long-term care or estate planning with aging parents can feel like stepping on a landmine—awkward, emotional, maybe even a little intrusive. But if you wait until something happens—a fall, a diagnosis, a hospital stay—you're not just having the conversation late. You're having it under pressure. So how do you start the talk without it turning tense? Here’s a guide to help you open the door with empathy, avoid common...
Inflation has been the boogeyman of the economy for months. Sticky prices. Rising gas costs. A looming rate hike. The latest report provided useful data for planning ahead. When inflation cools—even slightly—it can affect everything from interest rates to your travel budget. September's numbers provided important context about the direction of inflation and interest rates. For anyone trying to make sense of their money right now, understanding these shifts matters. Inflation Didn’t Disappear—But It’s Slowing...