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<br />Our Team

Our Team

Our business is built on a foundation of thoughtful client relationships.

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Check out Guided Wealth Portfolios (GWP) – located on the Tool tab above, a new online platform to help you invest for your retirement.

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Our team would like to extend a special thank you to Josh Nasiatka of Avidia Bank for allowing us to utilize his beautiful pictures of the towns we all live in and work in.