Time is both limited and precious. Work can be stressful and when combined with enjoying your family, provides little room to learn, explore or handle your finances. We consider and advise on all financial situations that may come your way throughout all stages of career and during all memorable experiences, memories, and moments.
Our services are carefully tailored to manage your money for you, so you can focus on ensuring your professional and family life are as fulfilling and happy as you deserve them to be. With over two decades of experience, we know what works. We utilize a range of tools and technological systems to provide clients with up-to-the-minute account access and streamlined service.
Our services are carefully tailored to manage your money for you, so you can focus on ensuring your professional and family life are as fulfilling and happy as you deserve them to be. With over two decades of experience, we know what works. We utilize a range of tools and technological systems to provide clients with up-to-the-minute account access and streamlined service.
Services
We are Anthony Williams and Marcus Ortega. Our desire to create our own firm was borne of our vision for a practice that serves as an integral advocate for our clients and the first people they contact when they have an important decision to make. Pooling a combined 40+ years of experience and insight, we help clients align the pieces of their financial future, and serve as the Orthopaedist's Financial Advisor.
My mission is to make a difference. Each day provides an opportunity to enhance the lives of others while also bettering myself: embracing the grind, demonstrating grit, problem solving, self-reflection, internalization and a constant desire for personal and professional improvement. This value fuels my drive for the work we do and I feel sets me apart as an Investment Advisor Representative.
I believe that balance is imperative in people's personal and financial life in order to be as healthy and happy as possible. I strive to do everything I can to ensure our clients receive the best service available to help them attain the level of financial freedom they aspire to. The impact I have on my clients extends beyond their monetary success.
I joined Marc and Anthony in 2002 as their administrative assistant. Seeing firsthand the difference their work made in the clients' lives, I began to take a deeper interest in the financial planning environment. My enthusiasm for the growing practice, however, was interrupted by a new challenge: motherhood.
As the Insurance Coordinator, she supports clients during every step of the disability and life insurance process. Stacy enjoys getting to know our clients and helping them by providing information and answering questions throughout the onboarding paperwork. Her goal is to continuously provide excellent customer service while guiding clients as they apply for coverage, change or maintain their policies, or need various questions answered.
