Wealth planning for this generation and beyond


How we serve you

We help provide peace of mind by offering you comprehensive advice and a tailored approach to wealth management.

Jeff Mars, AWM

Senior Vice President - Financial Advisor, Senior Consulting Group


Conner Mars, CFP®

Vice President - Financial Advisor, Consulting Group


Jill Brett

Senior Registered Client Associate


Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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