Elite Service. Financial Advice. No opportunity wasted.

Everyone has unique financial needs, which means we focus on elite, personalized services rather than cookie-cutter products. This helps us guide our clients on the best path to grow and protect wealth according to your own aspirations, with no opportunity wasted. Like any great advisor, it’s not about us – our spotlight is directed firmly on you as we offer critical and timely support that allows you to reach your customized goals.

COMPREHENSIVE PLANNING

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Investment Strategies

Business Planning

Longevity Planning

Education Planning

Cross Border Services

Get to know Our Team

brad ginet
Brad Ginet
Senior Wealth Advisor and Principal
kelly gustafson
Kelly Gustafson
Senior Business and Innovation Manager
Adrian Stanca
Adrian Stanca
Associate Wealth Advisor
Jeff Goldmintz
Jeff Goldmintz
Business Development Associate
kim mcgrath
Kim McGrath, B.A.
Licensed Insurance Representative
jill palomares
Jill Palomares
Financial Assistant
Sam McCullagh
Client Service Coordinator

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.

Information & insight

2023 Outlook: The Seventh Inning Stretch

01/26/2023
Watch our latest Client Insights webinar.
Markets & Investing

Online security, protecting your online information

01/20/2023
Listen to our podcast with Dave Iverson.
Life Events, Lifestyle & Technology

Quarterly Asset Allocation

01/12/2023
It’s usually during the seventh inning stretch when baseball fans rise and sing along to the unofficial anthem of North American baseball “Take Me Out to the Ball Game”.
Markets & Investing

The Season of Giving: Why Having an Estate Plan is a Gift to Others

01/09/2023
The holiday season is a time when most of us enjoy time with our family.
Retirement & Estate Planning

Get an Insurance Checkup

You probably have your car tuned up regularly, and you see your doctor at least once a year for a routine checkup.
Life Events, Lifestyle & Technology

Start the New Year right by reviewing and revamping your financial plan.

Instead of hauling out those familiar New Year’s resolutions...how about focusing on something that is also very good for you in the long run?
Retirement & Estate Planning

Gift Giving

The idea of giving something of value to people you care about during Christmas, birthdays, wedding anniversaries or any other special occasion is universal.
Life Events, Lifestyle & Technology

Insights and Strategies

01/03/2023
It’s usually at this time of year when many of us begin to reflect on the past year and start to put together a list of new goals/desired behaviours for the upcoming one.
Markets & Investing

Celebrating the holidays when loved ones have Alzheimer’s or dementia

12/22/2022
Listen to our podcast with Neela White.
Markets & Investing

What is whole loan trading, what is this segment saying about markets overall?

12/19/2022
Listen to our podcast with John Toohig.
Markets & Investing
Background Rotating Sphere Pattern