Yes, our advisors are fiduciaries, who are financial professionals that are legally and ethically obligated to act in their client’s best interests.

Many people assume you need to be wealthy to benefit from working with a financial advisor. We work with individuals and families at all stages of life looking to build for their future. Our only requirement is that you are open to guidance and committed to improving your financial life.

A Financial Advisor helps you create a strategy to manage your money to achieve your financial goals. We provide personalized guidance, investment advice and management, life insurance planning, and basic financial education.

Yes, we offer comprehensive financial planning that includes things like budgeting, debt management, insurance, retirement planning, tax advantaged savings, and monthly investment programs for individuals and small businesses.

We believe financial planning isn’t just about investments and projections, it’s about understanding what truly matters most to our clients and helping them design a strategy that combines the right investment vehicles with their goals and values as they change over time. We help people understand and manage the behaviors, biases, and stressors that often influence financial decisions, especially in times of change or uncertainty.

We are compensated in a variety of ways depending on the needs and goals of each client. In some cases, we are compensated through the investments in a commissionable arrangement, other clients pay a fee for advice, or an AUM based management fee for full-service investment management. All fees and charges are discussed with the client before any investment decisions are made.

Monisha Potter – Senior Advisor

CERTIFIED FINANCIAL PLANNER ® (CFP®)

Accredited Behavioral Finance Professional™ (ABFP®)

FINRA Licenses: Series 7, 6, 63, 66 & SIE

Licensed Life Health and Accident Insurance Agent

Javier Bento – Associate Advisor

FINRA Licenses: 7, 63, 66 & SIE

Licensed Life Health and Accident Insurance Agent

Joseph Cassese – Client Services Associate

FINRA Licenses: Series 7, 65 & SIE

From the very first conversation our goal is to make financial planning feel approachable and achievable. We believe in delivering high touch personalized service that is based on real connection and understanding what matters to you.

It starts with a consultation, we want to understand your values, goals, and challenges while giving you the opportunity to decide if one of our Advisors is right for you. Next, we recommend a personalized plan or strategy using the right mix of tools and investments with clear action steps to move forward. While we focus on providing you with personalized financial guidance, our dedicated team works diligently to assist with all the administrative details. We schedule regular check-ins and reviews based on your needs, and are available whenever you have a question, concern, or financial decision to make.