Dan Rudisuela, MBA

Vice-President, Investment & Wealth Advisor

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902-425-0608 | LinkedIn
1-855-883-9930

Morgan Smith

Associate Wealth Advisor & Financial Planner

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902-425-0608 | LinkedIn
1-855-883-9930

Kat Murillo

Kat Murillo

Associate

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Personal Leadership. Disciplined Approach. Superior Care.

As a team we take great pride in the relationships we build with our clients. Our approach to wealth management is built on understanding and respecting the values, goals and needs that inform an individual's or an organization's financial world. 

Wealth management is a comprehensive approach to helping you achieve your goals in life. It gives you the confidence you need to make sounds financial decisions, plus the freedom to live life the way you want. It also provides a clear roadmap for your future by addressing all aspects of your financial situation at each stage of your life.

We welcome the opportunity to speak with you about your financial objectives, please reach out to us here.

Let's connect!

Please use the form below to send us a quick message and Dan will reach out personally by email or phone.
Thank you!

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