Putting you first with a team approach

To ensure that your unique financial position is accurately addressed, you will have access to specialists in areas of personal finance that extend beyond investment advice. By doing so, a complete Wealth Management Appoach can be applied to your portfolio, helping you maximize and protect your returns over time.

Wealth Management Specialist

Each specialist will pull from their own unique experiences and knowledge to help you meet your financial needs and goals. Whether you are planning for retirement, creating a legacy, or managing a business, they can put together a comprehensive plan that will work for you.

The Patel Advisory Group

Parvez Patel

Senior Portfolio Manager & Wealth Advisor


Jaimie Briscoe

Associate Advisor