For Decisions That Shape Decades

A wealth management advisory firm for those building their future and the advisors who guide them. One team. Fully aligned.

Start hereLet’s Talk About What You’re Building

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Wealth Strategy

A comprehensive plan built around your life by your advisor, aligning your goals, values, and finances into one clear direction.

Investment Management

One strategy, executed with a team behind it. Your advisor leads portfolio decisions alongside our in-house investment strategists.

Continuity + Legacy

Beneficiaries, trusts, and tax-efficient transfers shaped by the advisor who already knows your full financial picture, coordinated across the right experts.

Independent firm. Fiduciary advisors. Contact us for a complimentary review.Let’s Talk About What You’re Buildingicon

Meet Your Team

Elevated back office, in-house tech, specialized advisors, and wealth strategists working as one is our ethos for elevating wealth investing.

  • Matt Roberts, Senior Financial Advisor
  • Lauren James, EVP, Advisor Strategy
  • Eric Maniaci, Senior Financial Advisor
  • Ashton Medina, Wealth Advisor
  • Jeff Feinendegen, Chief Executive Officer
  • Jaime Lewis, Financial Advisor
  • Jon Richard, Senior Financial Advisor
  • Devin Richard, Senior Wealth Advisor
  • Chris Hassell, Wealth Advisor
  • Erin Johnson, Senior Wealth Advisor
  • Danny Pucino, Director, Business Development
  • Andy Holt, Financial Advisor
  • Robert James, SVP, Advisor Support
  • Ned Muscavage, SVP, Retirement Plans
  • Gus Serrani, Operations Specialist
  • Audrey Franklin, Chief Creative Officer
Join Us

We give advisors more time with clients. Are you an advisor wanting a strong system behind your practice?Freedom, with a foundation.icon

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