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Financial Guidance to Protect Your Nest Egg. Technology to Watch it Grow.

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Plan. Monitor. Grow

Forward Thinking

Based on your values and needs, we help you design your future. We work together with our clients, providing them with the necessary tools to succeed.

Modern Tools

We work together with our clients, providing them with easy-to-understand recommendations and helping you implement them every step of the way.

Clear Vision & Direction

We specialize in providing wealth advisory and investment services and tax advice for clients seeking financial freedom and security.

Integrated Wealth Management to Help Connect the Dots.

Your Financial Life is Complicated. We'll Get You Organized & Focused.

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Richard Hendricks

President & CEO
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As President & CEO, Richard has over 30 years of experience in the financial industry. Richard's primary responsibility is executive oversight. He's also held advisory positions with numerous corporate, institutional and non-profit organizations.

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Laurie Bream

Chief Investment Officer
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Laurie focuses on wealth planning & investment strategy. Prior to joining, she was the head wealth planner at Fidelity. Laurie has represented and advised various fortune 500 business accounts for the past 20 years.

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Sarah Manning

Director of Technology
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Since 2004, Gavin has acted as Director of Technology. He is instrumental in all phases of planning, administering and maintaining our Information and Telecommunications systems. He provides common-sense solutions to associate IT issues, and acts as advocate when dealing with broker dealers and outside vendors.

We succeed by providing excellent client service and expert advice to individuals, families, and businesses in many facets of tax and financial planning. 

We honor our fiduciary duty above all, and practice full disclosure, due-diligence, and client communication.  We work with clients in every phase of their financial lives to reach a mutual agreement on every detail of the financial planning process.

Markets Fluctuate. 

We'll Help You Stay The Course.

Young Families

Plan for your children's future without sacrificing your own goals.


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Pre-Retirees

The last 8 years before retirement are integral. Our retirement checklist gets you there.


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Retirees

You've worked hard to get here. We'll make sure you can enjoy it with confidence.


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From the Blog

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Getting Started is Easy

While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with us.

To help prepare for this meeting, you should have a basic idea of your current financial picture and financial goals. How are things now? Do you have any concerns? What do you hope to accomplish in the next few years and longer term?