Meet Our Advisors
James Carter
Senior Wealth Strategist
Elena Brooks
Estate Planning Advisor
Years Combined Experience
Assets Managed
Families Served
Client Retention
Located in the heart of the city, our team brings over 40 years of combined experience in financial planning, retirement strategy, and investment management. We believe in coaching, not just managing.
Meet Our TeamPlan ahead with confidence. We help you strategize for lasting income and legacy protection.
Personalized portfolios aligned with your goals and market insights backed by experience.
One-on-one sessions to build financial literacy, discipline, and empowered decision-making.
Senior Wealth Strategist
Estate Planning Advisor
We offer a free initial consultation — no pressure, just clarity.
Schedule Consultation