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.


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

Learn More


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

Learn More


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

Learn More

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...

Read Blog
Why the Buzz about Stock Options

Why the Buzz about Stock Options

We often get questions about options (although we do not incorporate them into our clients’ wealth management plans). These questions range from curiosity about the impact of trading options on the overall market to pointed ones...

Read Blog
<p>Catch-Up Contributions</p>

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Learn More

Meet Our Team

Glenn Ullmann

Glenn Ullmann, CDFA®, CAP®

President and Wealth Advisor

Brian James

Brian James, CPWA®

Director of Investments, Wealth Advisor

Carrie King

Carrie King

Chief Compliance Officer and Director of Trading

Patrick Kilbane

Patrick Kilbane, J.D., CDFA®

Director, Divorce Advisory Group, General Counsel & Wealth Advisor

Caitlin Frederick

Caitlin Frederick, CFA®, CPA®

Director of Financial Planning, Wealth Advisor

Stay Connected with Us. 

Thank you!