Our Team

Our mission is to create a lasting impact on our clients’ financial stability and the communities we serve. Through our collaborative and consultative process, we strive to deliver holistic advice and financial literacy to allow our clients to achieve financial independence. With integrity and work ethic as our guiding principles, we aim to create an organization that exemplifies industry-leading intellectual capital and capabilities. We aspire to provide clients with an experience that proves continuously worthy of the trust they have placed within our team. Lastly, we strive to position ourselves as passionate leaders that will help shape the next generation of financial planning and afford us the opportunity to become contributing members to the local community that supports our business and families.

While there are many bright lines in financial planning, every situation is unique. Our team takes great pride in taking a collaborative approach to constructing our clients’ financial “house”. Our goal is to simplify your current financial position thus increasing portfolio efficiency, work toward establishing and hitting savings goals, educate you on the impact of taxes and market volatility on your financial future, and help you navigate an ever-changing market with our professionally managed portfolios.

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Our Mission

To provide personalized financial education to empower our clients to take control of their own financial future. 


Community Involvement

Our team has incorporated community outreach events into our mission statement and are proud to announce we recently completed our summer project. A Better Chance (ABC), is a fantastic National program that accepts young minority men to the program based on leadership promise, personal motivation, academic record, and need. We fundraised, created a project list and completed a hands-on volunteer day for our local Glastonbury ABC House. The students, often from far way, reside in the Glastonbury home throughout the school year and attend Glastonbury High School. Our team completed some updates and refurbished the home for the students return this Fall so they can hit the ground running, focus on their studies, participate in school sports and be safe & comfortable in their home. We would like to thank the ABC House for helping us coordinate this special day, as well as all those who donated or volunteered! It was an extremely positive and rewarding experience for our team and we are looking forward to our next philanthropic event.

Learn More About Our Community Service Events

THE VALUE OF

Financial planning

Achieving your financial goals doesn’t happen by accident. It takes patience and planning to create the kind of possibilities that money can buy.

Learn More About Financial Planning
-Justin Podbielski
CFP®, CLU®, CASL®, LUTCF

Our Promise

Create Confidence Through Knowledge

WE EMPOWER YOU TO BE IN CONTROL

We deliver advice, planning, knowledge, solutions, and service to enable you to live a financially confident life.

WE CARE
ABOUT YOU

We guide you through a process that prioritizes your goals for your lifestyle, your family, your personal future, and your legacy.

WE ARE YOUR
TRUSTED PARTNER

We serve as your advocate, working with your other trusted advisors to bring all of the pieces of your financial life together.

WE HELP YOU OPTIMIZE
YOUR FINANCIAL SITUATION

We help you find untapped opportunities, manage risks, deal with uncertainties, and anticipate challenges.