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 qualified advisor.
02. Our Philosophy
As a firm, our focus is to understand your goals and develop a plan to work towards them. We will meet with you to present an analysis and discuss our recommendations.
03. Our Process
A strong planning process is the appropriate 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
Mark Anselmo, CFP®
Founder & President
Adam Skumawitz, CPFA
Vice President
Ellen Taff
Operations Manager
Sara Jaurequi
Strategic Advisor
Anthony Anselmo
Benefits Specialist
Services
For Individuals
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Retirement Planning
Retirement planning shouldn’t start at retirement; it should start well before.
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Tax Planning
Our Tax Planning philosophy is not centered around tax avoidance, but rather on helping you structure your finances.
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Estate Planning
Having an estate plan is paramount in ensuring your estate is handled according to your wishes.
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Insurance Planning
If there’s one thing certain about life – it’s the uncertainty that living it brings.
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Charitable Giving
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations.
Independent investment management and financial planning for individuals, families, and businesses—always in our clients’ best interest.
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