Our team spends all day, every day, answering three fundamental questions: “Will you make it through retirement, do you have any financial blind spots, and are you missing any financial planning opportunities?”

In answering the question, “Will you make it through retirement?”, we have found the majority of people we speak with haven’t explicitly identified their financial objectives. Our work starts by helping you define everything you are trying to accomplish with your wealth, with a high degree of specificity. Next, we take a look at your current financial situation to determine the probability of achieving your goals. If your goals do not align with your current financial situation, we design a detailed plan to get you on track.

The question, “Do you have any financial blind spots?”, is far less intuitive and equally important. Our team takes a 360 degree look at your financial plan to find any areas which may have been overlooked and could place you, your family, or your business at risk. If we uncover any issues in the discovery phase, we introduce concepts and solutions designed to mitigate those risks.

Finally, we address, “Are you missing any financial planning opportunities?” Most people compartmentalize their financial planning. Said another way, they piecemeal aspects of the plan together over time. This can result in missing important strategic opportunities across disciplines. We spend a considerable amount of time understanding the changing financial planning landscape, and do our best to assure these opportunities are not missed.

At the conclusion of this exhaustive process, you not only have a comprehensive wealth management strategy in place, but you have also identified and addressed crucial areas of risk and taken the steps necessary to handle whatever life may bring.



Adam D. Tiberi

Wealth Management Advisor

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