Broker Check

Building. Balanced. Bases.

We help you create a tailored financial pathway, encouraging a balanced lifestyle while ensuring a solid groundwork for your future prosperity.

Schedule a Call

What We Do
Let’s Chart Your Course

Understanding your financial journey is our priority. If you're at the start of your career, you might be questioning whether you're setting aside enough to meet your future goals. As you approach or enter retirement, you may be wondering if your resources will support your desired lifestyle. We provide the assurance and strategic planning you need to navigate these concerns, giving you peace of mind and a clear path to achieving your financial ambitions.

Who We Help
Guiding Diverse Financial Journeys

We cater to a wide range of clients, each with unique financial goals and circumstances. Here are the main categories of clients we work with:

 Young People Beginning Their Investing Journey

 Young People Beginning Their Investing Journey

These are individuals at the start of their wealth-building journey looking to plan for their family's future and save for specific goals. We work with them to build wealth and foster a long-term relationship.

Maximize Your Wealth
“The Millionaire Next Door”

“The Millionaire Next Door”

Unassuming individuals who have accumulated wealth through good habits and careful spending. We help them manage their wealth and continue living within their means.

Secure Your Retirement
Clients Nearing Retirement

Clients Nearing Retirement

For those on the cusp of retirement, we guide managing their finances to ensure a comfortable and secure retirement.

Invest With Expert Guidance

How We Help
Solutions For Your Financial Goals


Our range of services is designed to address your financial needs and aspirations at every stage of life:

Schedule a Call

Financial Planning

We help you craft a comprehensive financial strategy that aligns with your goals and evolves with your changing needs.

Multigenerational Planning

Our team is skilled in guiding families through the complexities of planning for multiple generations, ensuring a lasting legacy.

Investment Management

We create and manage a balanced portfolio tailored to your risk tolerance and financial objectives, helping your wealth grow over time.

<sup>About Us</sup><br/>Who We Are<br/>

About Us
Who We Are

We're more than just a team – we're a family of financial professionals committed to guiding you on your financial journey. Our diverse backgrounds and shared values form a unique, collaborative approach to wealth management.

Our Process
A partner on your life journey

Our approach to financial planning is a collaborative step-by-step process designed to fully understand your needs and aspirations:

Step 1 - Introductory Meeting

Step 1 - Introductory Meeting

We begin with an initial meeting by listening to what you're looking for.  We then like to introduce B3 and discuss our client offering to try and ensure a mutual fit.

&#160;Step 2 - Discovery Meeting

 Step 2 - Discovery Meeting

If you decide to proceed, we delve deeper into your financial picture during a discovery meeting. We explore your financial goals in detail to craft a plan that truly aligns with your aspirations.

Step 3 - Preliminary Plan Presentation

Step 3 - Preliminary Plan Presentation

In our third meeting, we present a preliminary plan, discussing our findings and recommendations. This is a chance for you to ask questions and for us to fine-tune the plan based on your feedback.

Step 4 - Final Plan Presentation

Step 4 - Final Plan Presentation

The fourth meeting is dedicated to presenting the final plan. We detail our recommendations and discuss strategies for implementation, setting the stage for your financial journey with us.

Contact Us
Speak To A Team Member

Let us help begin charting your financial course!

Thank you!