Our belief is that you deserve more than the industry-standard investment management and tax preparation you're receiving today. Our mission is to take all pieces of your personal and business finances and bring them together under one roof. This approach means increased cohesiveness, goal-oriented short and long-term planning strategies, peace of mind for you, and so much more.
Benefits of Working With Us
Client needs always come first.
Fiduciary is a buzz word in our industry and for good reason: it's intended to protect the beneficiaries' (clients') interests. As a fiduciary firm, we are committed to the highest standard of care for each client we serve. In other words, the solutions and services we offer are designed solely with client benefit, not personal gain, in mind.
Planning to help you keep more of what you earn.
A key to financial success and security is not to make more, but to keep more of what you make. Afterall, your earnings are an engine of opportunity. Tax is the most significant expense in your life. With a tax efficient approach to every plan, we work tirelessly to ensure you never overpay in tax and employ unique, versatile strategies to limit your overall tax liability throughout your lifetime.
Backed by some of the best in the industry.
Conrad Levesque, CFP, CPA, leads the team with nearly 20 years of industry experience. Our team is enhanced through relationships with Prosperity Capital Advisors, The Due Diligence Project, and more. These relationships allow us to provide unparalleled and proven services and resources to our clientele.