Delivering financial peace of mind

Driven by a shared passion for client satisfaction and strengthened by our combined decades of expertise, our team works collaboratively to navigate you through the complexities of wealth management with compassion and care.

John De Vincenzi

John De Vincenzi, CIM

Senior Portfolio Manager and Wealth Advisor

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Sean Williams

Sean Williams

Associate

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“We have found John and his team to be trustworthy, responsive, and very client centered.” – E.S. and J.S.

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