A CFP® professional guiding individuals, families, and business owners through holistic wealth planning, insurance, and investment strategies tailored to their lives and goals.

A CFP® professional guiding individuals, families, and business owners through holistic wealth planning, insurance, and investment strategies tailored to their lives and goals.

A CFP® professional guiding individuals, families, and business owners through holistic wealth planning, insurance, and investment strategies tailored to their lives and goals.

Guiding your wealth with purpose

Personalized wealth planning

Holistic strategies built to reflect your goals, values, and evolving life circumstances.

Seasoned advice

Over 20 years serving clients with independence, integrity, and a long-term mindset.

Insurance and investment expertise

Guidance that integrates protection, growth, and wealth transfer across generations.

Service that feels personal

A high-touch experience rooted in care, transparency, and ongoing partnership.
High-Earning Individuals and Families
Business Owners and Corporate Executives
Clients with Multigenerational Goals
Clients Seeking Tax-Efficient Strategies
Those Navigating Insurance and Estate Planning

Who we help

Helping individuals and businesses simplify complexity and pursue meaningful financial outcomes.

Your Retirement Planning Roadmap

A clear, step-by-step process to help you retire with confidence, create reliable income, and reduce taxes – all with no pressure.

Step 1: Right Fit Call

A short, friendly call to get acquainted and see if working together makes sense. No pressure – just a chance to learn about your goals and share how we can help.

Step 2: Discovery

In a relaxed planning session, we’ll explore your priorities, your financial picture, and what retirement truly means to you – so we can build a plan around your life, family, and legacy.

Step 3: Behind-the-Scenes Analysis

Afterward, we’ll dig into the details – analyzing your numbers, uncovering tax opportunities, and crafting a strategy that supports your income needs and long-term goals.

Step 4: Your One-Page Retirement Plan

We’ll review a clear, personalized plan – all on a single page – showing exactly how to generate income, reduce taxes, and maximize the wealth you’ve built.

Step 5: Sleep Before You Sign

No rushed decisions here. You’ll have time to review the plan, reflect, and discuss. Then we’ll reconnect to answer any questions and decide together on next steps.

Step 6: Get Started with Confidence

When you’re ready, we’ll schedule a quick onboarding meeting and send secure digital paperwork – so you can move forward with clarity and peace of mind.

Common client questions

Here are a few areas we help clients navigate. For questions specific to your goals, we're always here to talk.

How do I protect my wealth while growing it?

Am I using the right strategies to transfer wealth?

What insurance coverage truly supports my goals?

How can I reward and retain top employees efficiently?

How do I simplify my financial life without missing anything?

Am I on track to meet long-term goals for my family?

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Go Farther

*This chart is solely for informational purposes and should be considered only as a hypothetical situation. Investing in securities involves potential risks, including loss.

A sophisticated wealth platform that makes your life simpler

Our proprietary platform includes everything you need to easily, confidently manage your wealth — and nothing you don’t.

  • See your wealth in action
    Get a holistic view of your finances, all in one place.
  • Effortless to control
    A simple dashboard allows you to make changes to your portfolio directly.
  • Save time and hassle
    Get the answers you’re looking for at the click of a button.

The security of your assets is our top priority

  • Investments insured by SIPC up to $500K for each account
  • Your data is encrypted when stored and on the move
  • Your money is backed by trusted custodians, including Pershing, Apex, and Schwab

Craig Stearns

Vice President, Wealth Advisor
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Qualifications & Experience

  • 20+ years of experience
  • CFP®
  • Series 7 and 66
  • BA and MA, New York University

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