The firm was founded in 2002. Our partners are dedicated to serving our client’s financial needs. Their guidance covers multiple areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop comprehensive, cohesive financial plans that fit their unique needs and enable them to meet both short- and long-term objectives.
As independent registered representatives, we have access to a universe of best-in-class products and services with the freedom to do what is right for our clients. Our structure allows us to offer both investment and insurance services to our clients, reducing the need for multiple financial professionals in their lives. Because we are completely independent, our loyalty belongs exclusively to our clients - not a parent company.
We empower clients by providing them with three key tools:
1. A clear understanding of their financial goals.
2. A well-defined roadmap for achieving those goals.
3. Ongoing advice to help adjust their roadmap when their needs change.
Meet The Team
The Managing Partners of Asset & Wealth Management have a combined tenure of over fifty years in the financial services industry. They have provided comprehensive financial advice and investment planning to over 1,000 individuals and businesses.
