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Reaching your potential

We’ll help you create a financial plan to reach your ultimate destination.

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Personal and customized financial advice

Every client is unique. We work one on one with you to understand your vision of financial success and help you chart a personalized course.

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A guide for your journey

We’re with you at every step to help navigate the rough waters and unexpected turns life can present.

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Experienced. Knowledgeable. Comprehensive.

Our mission is to empower you to make consistent and informed decisions to take control of your financial future. We’ve worked with hundreds of families over the past three decades, guiding and advising them through change, challenges, and opportunities.

Whether it is comprehensive planning, issue-specific consulting, or asset management strategies, our disciplined financial planning and investment process is designed to help you reach your goals with confidence – one client at a time.

We provide guidance for a lifetime.

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Don’t hope for the best – plan for it.

"Our greatest potential is realized only when our clients reach their greatest potential."
~ Allan Pelkonen

Helpful Content

Curated articles, videos, and more for a financially savvier you.

Financial Planning

Financial Planning

Comprehensive financial planning will help you define and prioritize your goals, and develop a plan a plan to achieve them.

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Investment

Investment

Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.

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Retirement

Retirement

Defining your vision of financial independence, and designing a retirement income plan will help you create a "paycheck" that can last a lifetime. 

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Wealth Preservation

Wealth Preservation

A complete financial plan will address enjoyment and preservation of your wealth so you can leave a legacy to your loved ones. 

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The Investment Risk No One’s Ever Heard Of

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
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Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.
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How to Conquer the World - 5 Financial Strategies for Savvy

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.
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Intellectual Property Rocks in a New Digital Era

Intellectual Property Rocks in a New Digital Era

Intellectual property ownership and its implications for ordinary people and estates.
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