I work as a financial advisor primarily with successful executives, professionals and business owners to simplify their financial lives through a comprehensive approach to financial planning.
Financial Advisor focused on understanding what is most important to you, using our established process to find solutions, and partnering with you for life to keep you on track to meet those goals.
For 50 years, Manning & Napier has provided comprehensive asset management and full-service financial planning to institutions, endowments & foundations, and high-net-worth individuals.
Financial Consulting and Investments for Business Owners and their Employees
WealthBridge Capital Management serves you as a fully independent registered investment advisor.