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.

Philosophy

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

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Process

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

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Services

Our services combine investment management, professional relationship management, and advanced planning to help you achieve overall financial health now and in the future. 

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Recent Insights

How are we going to pay 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...

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Philanthropy and Wealth Management

Philanthropy and Wealth Management

The Holidays are upon us! It is not only a time for spreading good cheer but also a time to think about those who are less fortunate. Our latest blog post, written by Glenn Ullmann, President, focuses on ways charitable giving is good for the community but also beneficial to you from a tax perspective

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<p>Crowdfunding&#8212;Capital for the 21st Century</p>

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
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Meet Our Team

Glenn Ullmann

Glenn Ullmann, CDFA®, CAP®

Managing Partner, President, Wealth Advisor

Brian James

Brian James, CPWA®

Managing Partner, Director of Investments, Wealth Advisor

Carrie King

Carrie King

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®, CPA®

Director of Financial Planning, Wealth Advisor

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