Founded in 2003 by Cathy Pareto, the firm operates as a boutique, independent, and fee-only wealth management company. It provides comprehensive financial planning and investment management services, acting as a fiduciary for its clients, which include individuals, families, and business owners. The company's mission is to offer objective, tailored financial advice to help clients achieve their long-term financial goals, with a focus on retirement planning, investment strategy, and overall wealth management.

Founded in

United States