At our firm, we have the client—and only the client—in mind.

At our firm, we have the client—and only the client—in mind.

A personalized financial plan has many advantages. It coalesces all of your financial concerns in one place and puts you on the path towards financial freedom.

You get confidence through:

  • A plan designed to focus on your goals
  • A team of credentialed advisors working for your success
  • Independent, objective advice

You get simplicity and transparency with a written plan and:

  • 24 hour online access
  • Consolidation of all online financial relationships
  • A summary of your entire financial story

You get a service team devoted to your success.

Exceptional service begins with communication. You will always speak directly with a member of our team and we attempt to answer all inquiries, resolve all problems, and return all phone calls and e-mails on the same day.

As an independent wealth management firm, we have the ability to offer our clients access to the entire spectrum of investment options objectively. We do not work for a large institution, we work for you.

Amy Eyles

Amy Eyles

Operations Manager



Cathleen P. McCloy

Cathleen P. McCloy, CFP®

Principal and Wealth Advisor



David Brower

David Brower, CFP®

Chief Investment Officer and Principal



Jim Worfolk

Jim Worfolk, CRPC®

Retirement Income Strategist and Principal



Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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