Find your Fiduciary Advisor
As a fiduciary who acts in your best interest, we design customized financial plans and manage portfolios to help grow and protect your wealth. Our goal is to develop a long-term relationship with you, while striving to reduce financial complexity at every stage of life, so you can spend time focusing on the pursuits that matter most to you.
Case Studies
We meet you where you’re at - at every stage of life. We help apply our knowledge and years of experience to coordinate, optimize, and simplify your financial life. Learn more about how we can help you.
Recent Updates
Events
Outlook Webinar 2022
Join our Outlook 2022 webinar on Thursday, January 27th at 12pm EST with Jack Uldrich, Global Futurist, Speaker, Author, where you will gain insights on developing trends that are shaping the … Continued
Thought Leadership
Saving for Retirement in 2022
Nathan Mersereau, CFP®, President of Planning Alternatives joined Channel 4 to discuss the importance of saving for retirement in the new year. Watch the video below to learn more.
Thought Leadership
HOW TO DECIDE IF YOU SHOULD MAKE AN “EXTRAVAGANT” PURCHASE
Wealthy individuals who’ve spent years or decades working hard, saving diligently and dutifully following a carefully constructed financial plan often confront a unique challenge: getting comfortable actually spending their money. … Continued
Tax Resources
Tax Planning 2021
It’s never too early to start planning tax reduction strategies. Please use our Key Financial Data 2021 PDF below to answer questions you may have around tax rates, deductions, credits and … Continued
Thought Leadership
Investment Commentary – Q3 2021
Performance Concerns about slowing global GDP growth and higher COVID-19 delta variant infections weighed on stock returns this quarter. The combination of these effects spurred a rotation from sectors that … Continued