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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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

Market Pullbacks: Putting them in Perspective

Market Pullbacks: Putting them in Perspective

During times of stress in the financial markets, clients and prospective clients often ask, “What is the plan?” or “What should we be doing?” The simple answer to both questions is “Follow the financial plan that has been carefully crafted and put into place to ensure you can live the life you wish to live.”

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Where can I invest my cash to earn some level of return?

Where can I invest my cash to earn some level of return?

A common question that arises during client reviews is, “I have cash on hand. Are there any options where I can earn some level of return given that I am earning next to nothing in my savings account?” U.S. Treasury Series I bonds (“I bonds”), with current annualized returns of 7.12%, can be a great compliment to a portfolio. 

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A Penny Saved is Two Pennies Earned

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.
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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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