Theresa J. Huntley

How am I different?

The cornerstone of my client relationships is my ongoing commitment to provide behavioral coaching and structured communication throughout their journey to financial success. In doing so, I help individuals and families to craft and follow personalized wealth management plans that are designed to achieve their long term financial goals.

In my practice I have placed an emphasis on helping families on a multi-generational basis. I help them navigate the challenges unique to each generation: preparing for and enjoying retirement, protecting their family, navigating financially after the loss of a spouse, transferring wealth to future generations. I strive to be a primary resource to those in the Sandwich Generation who find themselves assisting aging parents while still raising a family. Through experience, training and a passion for financial well being, I help my clients obtain the peace of mind they deserve.