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Team

We realize that choosing a wealth management company is a big decision. We also realize that while some of our clients are already knowledgeable about the investment process, many others are not. That is why our financial advisory team is committed to leading you into a positive and lucrative future. Our president, Niels Winther, CPA, CFS, has been a renowned tax and financial expert for 25 years. If you have questions about your investments and need advice, we offer 30 minutes of guidance complimentary. If you would like to learn more, you can schedule a meeting with one of our financial advisors today

Our team of financial professionals can help you address:
  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.