It is a privilege that very few people, if any, will get in their lives to be entrusted with guiding you financially and helping you look after your financial well-being. It is a special honor to receive the trust of others to advise them financially and manage their money. It is a substantial responsibility that we approach with great care and respect.
We help individual investors solve their retirement planning, investment and wealth management problems. We provide professional retirement planning, investment management and wealth advisory services. We serve our clients as a fiduciary for a professional fee only. This means that we do not receive commissions or other forms of compensation for selling insurance, annuities or other investment products to you, or trading your accounts.
We help individual investors solve their retirement planning, investment and wealth management problems. We provide professional retirement planning, investment management and wealth advisory services. We serve our clients as a fiduciary for a professional fee only. This means that we do not receive commissions or other forms of compensation for selling insurance, annuities or other investment products to you, or trading your accounts.
Services
Vincent Rossi is the founder of the firm, and President and Chief Investment Officer. He leads the retirement planning, investment management and estate planning for the firm's clients and has deep experience as a senior executive serving high net worth individuals and families. Vincent's career in the financial services industry has been distinguished by a broad foundation of knowledge and experience in the capital markets and wealth management.
Charles joined the firm in 2014 and provides a leadership role working closely with all the firm's clients. He is responsible for developing all client analytics and plans and manages the firm's portfolio research/performance analytics and client retirement planning and wealth management systems. Charles is an associate portfolio manager for all client accounts.
Monique Pressley joined the firm in 2016 as a Senior Client Relationship Specialist and manages the firm's Client Services. During her 20-year career in financial services, she has specialized in client relationship management at large financial institutions and mid-size investment advisory firms. Monique has completed a CFP Board-registered certification educational program to earn the CERTIFIED FINANCIAL PLANNER designation.
Jillian Carlson helped co-found the firm in 2005 and is the firm's Chief Compliance Officer. Prior to joining the firm, she worked at the tax practice of Bernard & Stallman, CPAs. Jillian has completed a CFP Board-registered certification educational program to earn the CERTIFIED FINANCIAL PLANNERTM designation.
Jennifer Rossi is a co-founder of the firm and has served as the Director of Operations since inception. Prior to joining the firm she worked at the tax practice of Allen Nahrwold, CPA and at the tax practice of Bernard & Stallman, CPAs. In our operations, our teams work to successfully manage the daily, weekly, monthly and quarterly workflows related to your financial life, your financial plans, and your investment and retirement accounts.
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