Build, manage and preserve wealth

Build, manage and preserve wealth

Throughout the decades, our team has helped countless families create sustainable plans to build, manage and preserve their wealth for the transition to future generations. We take our time, getting to know you and your family so we can meet your needs now and in the future. Part of planning for multi-generational wealth means educating the next generation in financial literacy, investing portfolios aligned with any legacy objectives, and in doing so ensures your wealth is not squandered in the next generation. The future of the ones you love most depends on the decisions you make today. So, let’s plan for a legacy you’re proud of. 

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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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