Everyone has dreams and goals for the future. While some people simply hope for the best, we work with you to help you do the best, financially. My team and I focus on the development of wealth management strategies that enable our clients to accumulate and preserve assets. We work closely with individuals and families to facilitate the successful achievement of multi-generational financial planning goals.
My team and I are trained in individual and business planning strategies. We use advanced analytical tools to provide comprehensive case consultations that help deliver sophisticated strategies and timely ideas. Our approach is holistic because we recognize that financial goals are intertwined with life goals.
(Left to Right: Kathleen Cassidy, Kathrine Zervakis, Emily Oglesby, James Martin, Michael Lopresti, Matthew Teel and Nicholas Oglesby)
Our mission is to make a positive difference in our clients' lives by helping them achieve the future they want. We specialize in working with high networth individuals, families, and business owners by delivering the specialized experience of a boutique firm backed by the global support of MetLife. Our success is a product of our shared values and culture.
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