Jeremiah Fitzpatrick

Like all great achievements in life, financial success is rooted in a long-term vision – and perhaps more importantly – backed by the right plan and behaviors to realize it.

Jeremiah Fitzpatrick manages a wealth management firm delivering comprehensive planning, investment, and insurance services for successful young professionals, families and businesses motivated to achieve financial success that enables them to live rich, rewarding lives.

Our team thrives at the intersection of a New Era financial planning and time-tested fundamentals. Our hands-on approach to leveraging modern day products and strategies, provides holistic, tailored plans designed to help bring even the most ambitious visons to fruition. Put simply, our passion revolves around guiding our clients to make informed financial decisions throughout their lifetimes.