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Individual Investors

Individual Investors

Individuals needing comprehensive wealth planning, risk management, and investment services tailored to their risk profile and goals.

Executives & Business Owners

Executives & Business Owners

Successful executives and business owners who need help managing their complex financial lives among the competing demands on their time.

Professional Athletes

Professional Athletes

Professional athletes seeking a comprehensive approach to their finances that addresses both their current and post-playing-career needs and concerns.

Families with Complex Needs

Families with Complex Needs

Many families have considerations and require coordination that go beyond the scope of services that most wealth management firms can deliver.

Where do you want to go? We'll get there, together.

Our mission is to help our clients make good financial decisions allowing them to reach their goals and live a better life. 

As an independent team, we are true fiduciaries for our clients and free from proprietary product constaints or advice. We
have over 50 years of combined experience helping clients simplify the complexities of their success, keeping them focused on what matters to them. 
At first glance, financial planning might appear to be black and white...but we focus on what gives your life color. When you envision your future, you aren’t thinking of interest rates and stock returns—you’re thinking of a lake house in a sentimental spot or the vacation your family has been dreaming of. Our clients receive tailored advice that takes everything about their life into account—not just formulas based on a countdown to retirement. With financial education as one of our cornerstones, you will learn not only what we’re doing with your money, but how the actions we’re taking will help you have a secure wealth plan for every stage in your life. We will build a comprehensive financial plan that puts the things that matter the most to you at the forefront, so you can focus on building the future you want for your family. 

Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

About Us

About Us

Cetera is one of the largest independent financial advisor networks in the United States by the number of advisors. Today, we have over 9,000 independent financial professionals overseeing approximately $374 billion in assets under administration and $145 billion in assets under management, as of September 25, 2023.

Our mission is to help our clients make good financial decisions allowing them to reach their goals and live a better life. Our advisory services are unbiased, as we are free from proprietary product constraints, ensuring our clients receive tailored, objective guidance.


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Our Process

Our Process

Our proven process starts by sitting down and understanding who you are. We want to get to know you on a personal level and to understand what's important in your life.

Through our discovery experience, we develop a deep understanding of our clients - not just as investors, but as individuals. We analyze each client's objectives and develop a comprehensive strategy aimed at achieving their financial targets.

We constantly monitor and adjust each client's portfolio. We gauge performance on what’s most important to our clients, not a market index. By connecting them with a network of experts and resources, we facilitate informed decision-making and action towards a more secure financial future. Our commitment to ongoing motivation and support reflects our dedication to our clients' lifelong financial success.

 

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Our Values

Our Values

Trust. Honesty. Integrity. Faith

As a true fiduciary, we always put the best interest of our clients before anything else. We assure truly client-centric advice and client-focused operations that adhere to the highest fiduciary standards. We believe values matter, and we live by ours every day. We are fiduciaries working to help our clients in every aspect of their financial life. 



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Our Resources

Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Why Regular Rebalancing Makes Sense

Why Regular Rebalancing Makes Sense

Without your knowing, your investment portfolio could be off-kilter.

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Contact Us Today

If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.