Our group was founded on one vision: To help you grow your wealth comfortably.

We never want you to stress about risk; that's why we listen to you, follow a disciplined process, and constantly analyze the statistical measures of risk-adjusted returns. With over 19 years of experience, Portfolio Manager & Wealth Advisor Andy Montgomery knows what it takes to ensure your success.  He goes the extra mile, giving you access to an industry-leading team of accountants, lawyers, estate and insurance specialists, and financial planning consultants. Its our total financial solution, and it prioritizes your peace of mind.

Andy Montgomery, CFP®, FCSI

Senior Portfolio Manager & Wealth Advisor


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