What We Do

In pursuit of goals defined in partnership with our clients, our approach to wealth management utilizes what we believe to be best practices in investment management, advanced planning, and coordination with our clients’ other expert professional advisors. This wider perspective is bigger than financial products and market returns. It is a process, carefully mapped, monitored and refined. Our firm’s client relationships are a true collaboration built on leadership, openness, care and proactivity. 

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We help you achieve and maintain financial independence and confidence with an investment philosophy that is built on proven principles. 

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We follow a customized yet systematic process to help you achieve overall financial health.  

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Our services combine investment management, professional relationship management, and advanced planning to help you accomplish your short and long-term goals.

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Whatever your goals are, we can help

Recent Insights

How Are We Going to Pay <br/>for College?

How Are We Going to Pay
for College?

Having a baby is an adventure that involves many significant emotional and financial decisions. Initial concerns range from which diapers to use to which car seat is safest. In the next phase, after seeing the quotes for various daycare, nanny, and preschool providers, many parents quickly begin to wonder, “How are we ever going to pay for college?”

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Secure Act 2.0: Five Changes That Impact Your Financial Future

Secure Act 2.0: Five Changes That Impact Your Financial Future

Staying informed about legislative changes is imperative to maintaining a dynamic financial plan. Remembering these changes is equally important. The Secure Act 2.0, a significant update to the original Secure Act of 2019, was signed into law in late 2022 with the aim of further strengthening retirement security for individuals and families.  

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Social Security Strategies&#160;

Social Security Strategies 

Deciding when to take your Social Security retirement benefits1 is an important decision and a frequent topic of conversation when meeting with our clients. We generally recommend waiting until age 70. However, there are certain instances where taking it earlier may make sense. How do you know what is appropriate for you? 


Meet Our Team

Glenn Ullmann

Glenn Ullmann, CDFA®, CAP®

Founding Partner, Wealth Advisor

Brian James

Brian James, CPWA®

Managing Partner, Director of Investments, Wealth Advisor

Carrie King

Carrie King, IACCP®

Partner, Chief Compliance Officer, Director of Trading, Wealth Advisor

Patrick Kilbane

Patrick Kilbane, J.D., CDFA®

Partner, Director of the Divorce Advisory Group, General Counsel, Wealth Advisor

Caitlin Frederick

Caitlin Frederick, CFA, CFP®

Partner, Director of Financial Planning, Wealth Advisor

Mclain  Johnson

Mclain Johnson, CRPC®

Financial Planning Associate

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