We take wealth management personally.

“We help you balance the financial, tax and legal issues with the emotional components to create a strategy that achieves your family’s objectives and honors your values.”
Heather Locus CPA, CFP®, CDFA® Owner, Wealth Manager & Divorce Practice Group Leader

Meet your team

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Let’s Plan For It

Whatever happens, we’ll get you financially prepared. Whether that’s making sure your kids can go to college, you can retire when you want, or you have the freedom to give to charities you cherish.

We will help you build a financial plan for the future you dream of.

See our services