Our mission is to provide clients with the framework to make integrated financial decisions that help them grow and preserve their wealth and plan for future generations. Through a team approach, we work together to explore your financial goals and aspirations and based on those, we develop investment and protection strategies that can evolve and adapt to meet your changing needs.

Each member of our team is here for one purpose – you. We are committed to our clients, to one another, and to our profession. Blending our unique experiences allows us to offer the confident advice, the step-by-step guidance, and the efficient implementation that allows a client to make effortless decisions.

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marcello depascale

Marcello E. DePascale


Financial Planner
Financial Services Representative
Investment Advisor Representative

charles hite

Charles Hite


Investment Advisor Representative

Our Promise

Create confidence through knowledge

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.

Your trusted partners

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

Help You optimize Your financial situation

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