01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, 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. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

 
 

Our Team

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Founder

Steve Story has been working as an investment advisor in the financial services industry for over 28 years. In 1993 he...

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Registered Assistant with United Planners Financial Services/Life Insurance Specialist

We manage assets for individuals, families and businesses, provide investment management, and financial planning services.

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