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, CIM, FCSI

Senior Portfolio Manager & Wealth Advisor


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