01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. We strive to be trusted advisors that put our clients above all else.

02. Our Philosophy

Our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. We create a crucial financial plan that protects your needs now and plans for your future.

Our Services

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial well-being to help create a life after work that reflects the success of your life’s work.

Tax Planning

It’s said that only two things are certain in life: death and taxes! While there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the latter.

Asset Management

You and your loved ones work hard to accumulate assets over a lifetime. With a strong financial plan, when the time comes for you to leverage those assets, the hope is that they’ll be there for you to benefit from.

Our Team

The PROFi Wealth Management Formula

Investment Consulting + Advanced Planning* + Relationship Management

Most advisors focus on selling investments.  We focus on what makes sense to achieve your goals.

You can hire lots of "advisers," but you need financial leadership to do the right things and the right way.

*only 6% of advisors provide advanced planning services that include tax mitigation, wealth protection, wealth transfer, and charitable giving.

Blogs

Rethinking Retirement: Why True Wealth Is More Than Money You’ve mapped out your dream retirement. Maybe it’s a cozy beach town, golf twice a week, time with family, or finally starting that side project. But here’s the truth most planning overlooks: even with a solid financial plan, your ideal retirement could still fall flat. That’s because real wealth in retirement doesn’t just live in your portfolio. It lives in your health, your relationships, and your...
A comfortable retirement doesn’t come with a fixed price tag. Expenses can change over time, and some of the most important ones are easy to overlook. That’s one reason about 45% of retirees could run out of money in retirement. 1 The good news? That outcome isn’t inevitable. The key is recognizing which costs get overlooked and building flexibility into your plan. Let’s explore five common blind spots and what you can do to prepare...
The Dow crosses 45,000. Your brain whispers: "This has to be the top." The market drops 15%. Your brain screams: "Get out before it gets worse!" Different scenarios. Same result: your brain hijacking your long-term investment strategy. If you've ever felt paralyzed by market highs or panicked during market lows, you're not an outlier. You're human. The brain’s wiring is great for responding to immediate danger, like avoiding a snake. But that same instinct can...