SERVICES / WEALTH MANAGEMENT FOR INDIVIDUALS
You’ve worked hard, saved up, and invested wisely. Now you’re asking:
“What’s possible with what I’ve built?”
Did a friend or contact refer you to us? Welcome.
That might be because you’re:
Suddenly facing big decisions alone
Moving from your career to what’s next
Looking to use what you’ve built for a great life
We help you go from “am I okay?” to “here’s what’s possible.”
Want to put us to the test?
Just a few things we do
Investment Management
In plain language, at your pace
Tax Strategy
Keep more of what you earned
Life Transition Support
Divorce, widowhood, career shifts… we're here
Retirement Planning
Keep living a great life after leaving work for good
Spending Strategy
Permission to enjoy what you built
Asset Mapping
See everything you have in one clear picture
Social Security Optimization
All your benefits without the government jargon
Estate Planning Coordination
Your legacy, not a legal mess
When you work with any of us…
You get support, wisdom, and encouragement from all of us:
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Catherine Allen-Carlozo CFP®, RICP®, RSSA®
Financial Advisor
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Andrew Barnhardt, CFP®
Financial Advisor
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Brett Herron, CFP®
Financial Advisor
