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Focus On What Matters Most

We’ll help guide your financial journey so you can live a life you love each day.

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How Can We Help You?

We offer a wide variety of services all geared to help you with your financial goals.


We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

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Investment Management

We’ll create an investment strategy that’s designed to tailored to your risk tolerance, time horizon, and goals.

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Tax Strategy

We'll help make sure that we're considering the tax implications with all your investments.

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Strike the perfect balance between work and leisure.

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Cash Flow

We'll analyze your cash flow situation to calculate if you are on track for retirement and help you ensure your piece of mind. 

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Legacy & Estate

Let us help you secure your legacy for future generations.

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Meet Our Team

Sharon’s Story

Read about what inspires our founder Sharon in her own words

I love to travel, meet new people, and share their experiences. I began to see my work as a financial advisor as a way to guide my clients along their respective journeys—to help them discover what is most meaningful in life and remove the roadblocks to what’s possible.

<b>What&#8217;s your passion?</b>

What’s your passion?

I believe that while life is short, the journey to joy and fulfillment can feel long unless you’re living with vision and purpose. I help people pursue their passion in practical, achievable ways. So why wait until retirement to pursue your passions?

<b>Seeking Adventure</b>

Seeking Adventure

For me, travel means unique experiences, time spent with family and friends, making new memories captured in stories and snapshots. Even when things go wrong (ask me about the time I was stranded on a fishing boat off the coast of Brazil), it’s still an adventure.

<b>Guiding Your Financial Path. </b>

Guiding Your Financial Path.

Obstacles arise and circumstances change, but we can help you plan ahead so you’re prepared to meet those challenges.

<b>Building Bridges</b>

Building Bridges

Even if you have all the pieces of your life figured out, you may struggle putting them together. We'll help you bridge the gap by organizing your financial life, addressing your entire financial landscape, and continually monitoring your progress as you work toward your goals.

<b>Life&#8217;s happening now. </b>

Life’s happening now.

Life is about the journey, not the destination. We can help you create a financial strategy that empowers you to start living your life to the fullest today.

<b>Sometimes it&#8217;s all about perspective. </b>

Sometimes it’s all about perspective.

Like realizing what you were looking for was next to the largest structure in town but it took a trip to the edge of the city to realize it (ask me about how my cab driver in Vienna drove across a plaza to finally find our hotel after an hour of circling the city.)

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