We help successful professionals,
retirees, and families

Make Intelligent
Money Decisions

Identify unknown opportunities and stay one
step ahead through every life-stage

We build meaningful financial plans, then proactively manage
change and mitigate risk through every life-stage.

Assess

Understand your current situation and plan for your ideal future.

Align

Get clear on what matters to you and build a meaningful plan to achieve it.

Advance

Get a long-term partner to advance your financial and lifestyle goals

We aren’t just financial planners.
We’re also family people.

We believe true financial freedom is having enough to spend on the people and experiences you love.

That’s why we remind our clients that spending money is just as important as saving it. We have to agree with the millennials on this one: You Only Live Once.
Our proactive planning process helps you manage change and make intelligent money decisions through every stage of life, so you’re free to create more memories with your money.

Our team loves to call these Montage Moments. You’ll call them “remember the time when’s”.

Many of our clients have partnered
with us for over 30 years.

Leadership Team

Mark Colgan, CFP

Mark Colgan, CFP

Wealth Advisor & Founding Partner

Bob Bleier

Bob Bleier, CPFA, MDRT

Wealth Advisor & Founding Partner

Mary Mikel

Mary Mikel

Wealth Advisor & Partner

Cheryl Taylor, CFP

Cheryl Taylor

Wealth Advisor & Partner

Lisa Capizzi, CPA

Lisa M. Capizzi, CPA

Wealth Advisor & Strategic Partner

Backed by Commonwealth Financial Network, the largest privately held independent brokerage firm

Advisory Team

Chuck Constantino

Chuck Constantino

Wealth Advisor

Christine Lane

Christine Lane, AIF

Wealth Advisor

Jessica Ferrindino

Jessica Ferrindino, CFP®

Relationship Manager
Associate Wealth Advisor

T.J. Muscato

TJ Muscato

Wealth Advisor

Brandon Wolk

Brandon Wolk

Associate Wealth Advisor

Advisory Support

Tonya Wester

Tonya Wester

Director of Client Services

Lisandra Watson

Lisandra Watson

Executive Assistant

Operations Support

Lauren Purvee

Lauren Purvee

Operations Manager

Lisa Whelan

Lisa Whelen

Client Service Associate

Teri Petrarca

Teri Petrarca

Client Service Associate

Suzanne Herko-Tordai

Suzanne Herko-Tordai

Office Manager

MANAGING YOUR MONEY DOESN’T HAVE TO BE COMPLICATED.

We help successful professionals, retirees,
and families plan their future with confidence.