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How we help

Preparing for my retirement

I am approaching retirement and want to be confident that I am positioned for retirement

Planning my estate


I want to protect my assets and pass along my legacy with tax-conscious strategies

My college savings plan


I am looking to find out ways to help the next member of my family become a college graduate

Managing my wealth


I want to make sure my current investments are aligned with my financial goals

We are your trusted advisors

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Andrew Dooley

Partner, Financial Consultant

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Thomas Vine Jr.

Partner, Financial Consultant

Home: Services

What we do

Risk Analysis and Asset Management

We work with our clients to create and manage investment strategies that complement their financial goals.

Estate planning

Protect your assets and pass along your legacy with tax-conscious strategies.

College Planning

Planning for college can be very difficult.  Contact us to find out the ways we can help the next member of your family become a college graduate.

Financial Check-ups

Our clients are our number one priority, and our services prove just how committed we are to their success. 

Insurance and Annuity Consulting

Have us review your life insurance policies and help you put together a strategy that meets your needs.

401K Plans

Speak with us about your 401k or other company sponsored retirement plans.

Request an appointment

In 15 minutes we can get to know you - your situation, goals, and needs - and help you pursue true wealth.

Thank you for your interest!

Home: Contact
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