Investing with knowledge and discipline.
Our Mission is to provide unique and thoughtfully constructed wealth management services in a highly personalized manner, with individual attention and a genuine concern for each and every client.
Our short videos are engaging and informative and will prompt you with questions to ask your advisor.
Our services range from financial planning to investment management. No matter what, though, our focus is always you.
Learn your choices and when to take your Social Security benefits.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
- Michael Poland, CFA
Wealth Advisor / Portfolio Manager
- Sherri Balaskovitz
Director of Marketing / Team Leader
- Melanie Meyer
Wealth Advisor / Financial Planning
- Caitlyn Mouw
Client Services / Director of First Impressions
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."