A unique perspective
We help busy people manage their money. Our clients lead full and busy lives, balancing things that must be done with things they love to do, with little time spent on their own finances. Being a mother-daughter team, our multi-generational viewpoints and diverse backgrounds offer a unique perspective to the financial advisory process, bringing real benefit to clients looking for financial and investment guidance. Heather brings her experience from nearly two decades in the corporate world in a variety of leadership, operational and technical roles, mainly in Fortune 500 companies. Pat has been a financial advisor since 1980, following a twenty year career in teaching, and as a public official in both local and county governments.
There's wealth in our approach
Our focus is simple: to be the trusted advisors that help clients make sense of their financial lives, collaborating to create and implement plans that help them achieve their goals and focus on what is important to them. Our unique perspective allows us to work closely with those looking for a more comprehensive approach, that is aligned with their personal and cultural beliefs.
We manage our clients' assets as fiduciaries--we act in our clients' best interest, eliminate conflicts of interest, and our fee is transparent and tied to the service we provide. We are a full service team, offering guidance for: account and investment management, wealth management planning, rollovers, stock-option and -grant strategies, college funding, retirement income, insurance coverage, life changes of divorce or death, aging parents, and more. We can work closely with your team of support, such as your CPA and attorney, to ensure efficient tax strategies and estate wishes are in alignment.
Our family looks forward to working with you and your family!