Helping you navigate the ever-changing landscape of life so you can have peace of mind

woman of distinction award 2021 announcement

Acting in our clients’ best interest is at the heart of everything we do and it shows in the long lasting relationships we have with our clients. We provide peace of mind not only by managing your money but by connecting you with the information and the network of professionals you need to feel secure in your goals. We will provide you with solutions to get you organized so you can:

  1. Take care of your loved ones
  2. Have more time for the things that really matter to you
  3. Live fear free

We listen, educate and support our clients and their loved ones as they go through life’s transitions such as: retirement, losing your spouse through death or divorce, and passing your estate on to the next generation.

Seeking guidance is one for the smartest steps you’ll take, especially when it comes to your finances! The market, just like life, can bring about opportunities as well as challenges. Your success is our success!

Business Owners

Business Owners

06/10/2018
Unique solutions for business owners and entrepreneurs.
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Retirees

Retirees

06/10/2018
Nurturing wealth so you can live a longer, better life.
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Family & Individuals

Family & Individuals

06/08/2018
A pragmatic approach to wealth management
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Women Investors

Women Investors

06/10/2018
Understanding the challenges women face and how to help.
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You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

Trixie Rowein Bio Image

Trixie

Rowein, B.Comm., CFP®, CIM®, CPCA® Senior Portfolio Manager Financial Advisor, Private Client Group
Taylor Cooper Bio Image

Taylor

Cooper, B.Comm, CIM® Financial Advisor Associate
Set peace of mind as your highest goal, and organize your life around it.
Brian Tracy