Working with us

We bring organization, accountability and a proactive touch to helping with the big financial decisions, life transitions and the experience of working together towards financial success. We work with clients of all ages and stages of life with a focus on preparing for retirement and income planning in retirement.  Our team also works with employer retirement plans and has many years of experience in this area.  

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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Meet the team

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Schlesinger Investment Group


Schlesinger Investment Group