Guidance. Planning. Legacy.

About Us

We are dedicated to providing investment management and strategic wealth planning that is specific to you and your situation. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide objective opinions that are designed to pursue long term investment results.

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client and we do this with the highest levels of trust, integrity and respect while always collaborating using a team approach.

Joseph Ponce

Wealth Manager
Joseph started his career in 2009 after graduating with a Bachelors in Business Administration from Trine University. After twelve years as a Vice...

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