We are a locally-owned, full-service wealth management firm.
As collaborative professionals, we have the experience and freedom to provide independent advice to multiple generations of families in several states.
We understand uniqueness; we believe that each client’s situation is unique and deserving of personal attention and goal-based financial planning.
When markets change direction, active management allows us to be proactive. We seek to manage risk through a prudent combination of low-cost investments in diversified portfolios built only for you.
Not everyone’s financial situation is suitable for our range and type of services. We invite you to call us and schedule a free introductory meeting with us to explore together how best we can assist you; at that time we can transparently discuss the costs of our services based on your particular situation.
For most current clients but particularly all new clients, our business model is strictly “fee-based” rather than commission oriented. Our fees are based on assets under management and we will be happy to discuss our graduated fee-schedule with you.
We understand uniqueness; we believe that each client’s situation is unique and deserving of personal attention and goal-based financial planning. We aim to build long-term strategies aligned with your financial objectives.
When markets change direction, active management allows us to be proactive. We seek to manage risk through a prudent combination of investments in diversified portfolios built only for you.
We are locally owned. Our business is not controlled or employed by banks or any outside investment firms or insurance companies; no “parent” organization or broker-dealer pressures us to sell proprietary products.
Our priority is to provide unbiased and independent advice to our clients. We think of ourselves as “sounding boards” for each client and her/his unique needs. We desire to be a source of customized advice for accumulating and managing personal wealth and are committed to serving only the best interests of our clients.
We believe in transparency and choices. Because of our size and our relationship with Private Advisor Group, our clients have access to custodians such as Charles Schwab, Fidelity and LPL Financial.
We are proud to be fee-based advisors affiliated with Private Advisor Group, a Registered Investment Advisor – RIA. As members of Private Advisor Group, a nationwide network of over 700 leading financial advisors, we receive world-class service, vigilant risk-management in the form of compliance and supervisory oversight, and access to a community of like-minded advisors with whom we share best practices. As of June 2021, Private Advisor Group manages assets in excess of $30 billion. By outsourcing the compliance functions, we are able to focus our attention on delivering the best service and strategies for our clients. In addition, Private Advisor Group leverages the technology, trading, custodial, and clearing services of LPL Financial, the number one independent broker-dealer in the industry.*
As the nation’s largest independent broker-dealer*, a top RIA custodian, and a leading independent consultant to retirement plans, LPL is an enabling partner to almost 19,000 financial professionals and approximately 800 financial institutions. The one and only focus of LPL Financial is providing advisors with the tools, training, and support they need to offer professional advice to their clients. Advisors who work with LPL Financial must have the experience and dedication necessary to build a successful and self-directed practice. LPL Financial offers no investment products of its own, so advisors affiliated with LPL Financial can devote their time and energies not to product quotas and sales goals, but to understanding your individual financial objectives. For more information, be sure to take a look at the LPL letter and brochure.
*Based on total revenues, as reported in Financial Planning magazine, June 1996-2021.
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Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Good Wealth Management and Private Advisor Group are separate entities from LPL Financial.
Securities Offered Through LPL Financial Member FINRA / SIPC.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.