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

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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Safeguarding Your Wealth Management Plan's Safe Landing

Safeguarding Your Wealth Management Plan's Safe Landing

As many of you know, I continue to put my Air Force pilot skills to work flying what I lovingly call Ullmann Airlines (Cirrus SR22T).  We periodically travel to meet our clients who live outside of northeast Florida. Recently, my colleague Pat Kilbane and I planned a visit to South Florida. The forecast for takeoff was low clouds and windy but the destination in Stuart, FL was to be clear skies and light winds upon our arrival. 

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The Five Basics of Financial Literacy

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.
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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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