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It's your path, we'll light the way

Our team works with individuals, families and institutions to help build, manage, protect and transition wealth. This includes investments and portfolio management, credit and lending, risk management and insurances, as well as trust and estate planning services. The process begins with listening to clients. We always seek to understand their priorities and goals before we start making recommendations.

What our team brings to the table is our combined over 100 years of industry experience, a commitment to ongoing professional development and our unique, diverse perspective. We are diverse in age, gender, economic upbringing, specialties and thought process. These differences are why you should choose Aurora Wealth Solutions Group as your wealth management team. Our collaboration helps us avoid blind spots and pitfalls that solo practitioners may fall victim to. Our differences demand that we challenge and sharpen each other; this part of our process helps us refine and test our ideas before we implement them for our clients. We believe that our team approach enhances our strengths and amplifies our ability to care for our clients.

Proud to be a nationally recognized team

At Aurora Wealth Solutions Group, we are proud to be recognized as a Forbes Best-in-State Wealth Management Team in 2023. It’s an honor to be nationally recognized as one of the best teams in the industry—because it means we are serving our clients well. 

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Team introduction

The cycle of market emotions


Aurora Wealth Solutions Group


Latest Insights

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The fine, frustrating U.S. equity rally

The U.S. stock market rally continues to outdo itself. But several factors make for a more nuanced narrative. We assess the backdrop framing the rally and how to position equity portfolios.

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Redder: Updating our U.S. Recession Scorecard

Midway through 2024, changes in our U.S. Recession Scorecard signal rising economic risks for equity investors in the second half of the year.

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