Since 1982

We have helped make dreams come true

With a professional team celebrating over 35 years of exceptional investment management service, we help create and implement financial life plans that empower you to live your ideal life. We are a fee-only, federally-registered investment advisory firm*; which means we strive to act in your best interest always.We do not accept any sales commissions or any other compensation – ever. We wouldn’t have it any other way.

Rooted in relationships, we are more than wealth managers. We work closely with our clients’ other trusted legal, tax, insurance, and business advisors. We strive to cultivate an environment that fosters professional collaboration, so you don’t have to worry about all of your moving financial parts. Our clients look to us for direction in many facets of life.

If your ideal wealth management firm consists of innovative industry leaders and a different approach to wealth management, you’ve found the right place.

*Registration with the SEC does not imply a certain level of skill or training.

Meet Our Professionals

Peter Wheeler - CLU®, ChFC®
Peter Wheeler - CLU®, ChFC®President & CEO
Kenneth Frost - CFA, MBA
Kenneth Frost - CFA, MBAExecutive Vice President & CIO
David White
David WhiteSenior Vice President
Joseph P. Arce - MBA
Joseph P. Arce - MBAChief Operating Officer
Erica Martinez - MBA, MST
Erica Martinez - MBA, MSTController-Board Member
Muriel Biby
Muriel BibyDirector of Marketing & Office Operations
Annette Wilder
Annette WilderClient Services Manager