Asset allocation strategies

Asset allocation strategies

We advise your asset allocation strategies based on our complete assessment and understanding of your current financial situation, future responsibilities, risk tolerance and objectives. We conduct this process with managers capable of diversifying your assets in stocks, bonds, cash alternatives, foreign investments, and alternative investments. 

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Managing Partners

You deserve to know that you matter and what you’re striving for is achievable with disciplined, tactical strategies, and a dedicated team of advisors who are committed to you and your future. To us, being your advisor is more than just managing your wealth, it’s being your confidant and constant pillar of sound advice throughout every stage of your life.

<strong>Sathya Chey<br/></strong>CFP<sup><span>&#174;</span></sup>, CDFA<sup><span>&#174;</span></sup>, CSRIC<sup><span>&#174;</span></sup>, MBA

Sathya Chey
CFP®, CDFA®, CSRIC®, MBA

Managing Partner, Wealth Advisor

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<strong>Steve Carlsen<br/></strong>CSRIC<span><sup>&#174;</sup></span>

Steve Carlsen
CSRIC®

Managing Partner, Wealth Advisor

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