A disciplined approach to wealth management

We help manage, grow and preserve your wealth, examining each financial detail and building your legacy with each strategic decision. Our personalized attention, deep resources and exclusive access to high-caliber investment offerings go beyond the ordinary for a reason. When these components combine, they transform into something greater – a truly comprehensive approach to financial well-being.

COMPREHENSIVE PLANNING

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Get to know Our Team

Bo Bragaw
Bo Bragaw, AIF ®
Managing Director Client Advisor
Weldon
William Weldon
Managing Director Client Advisor
Tara Orendorff
Tara Orendorff, AIF®
Vice President Client Advisor
Brian Davies
Brian Davies
Senior Client Relationship Associate

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.

Information & insight

Weekly Investment Strategy

02/14/2020
Read the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Weekly Market Snapshot

02/14/2020
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy

Weekly Market Guide

02/13/2020
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing

This Virus Is “Different Than Anything We’ve Seen Before”

02/13/2020
“In less than two months, more than 40,000 people have been infected and more than 900 have passed away,” says Healthcare Policy Analyst Chris Meekins.
Economy & Policy

Is the U.S. Prepared for a Coronavirus Outbreak?

02/13/2020
A widespread outbreak in the U.S. is “a very unlikely scenario,” says Healthcare Policy Analyst Chris Meekins – but ample response measures are at the ready if needed.
Lifestyle & Technology

Don’t Allow Boredom in Retirement to Get the Best of You

02/12/2020
When you bid your 9-to-5 adieu, how do you plan to spend your time?
Retirement & Longevity
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The future at your fingertips

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