Our Goal Is To Provide You With the Best Possible Service

 

 

I Am Part of a Network of Planning Professionals

To meet the needs of my clients for wealth management, I have partnered with colleagues who have extensive experience and expertise in this area, and who have built teams to provide the highest level of client service and advisor support.

Photo of Co-Founder and Partner Michael D'Aquila

Michael D'Aquila

CFP®, CPWA®, WMCP®, RICP®, CLU®

Co-Founder and Partner

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Photo of Private Wealth Advisor Ed McGill

Ed McGill

CFP®, CPWA®, ChFC®, AEP®, RICP®

Private Wealth Advisor

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Photo of Co-Founder and Partner John P. Roland

John P. Roland

CFP®, CLU®, RICP®

Co-Founder and Partner

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