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

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Mark Colgan, CFP

Wealth Advisor & Founding Partner

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Bob Bleier, CPFA, MDRT

Wealth Advisor & Founding Partner

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Mary Mikel

Wealth Advisor & Partner

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Cheryl Taylor

Wealth Advisor & Partner

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Lisa M. Capizzi, CPA

Wealth Advisor & Strategic Partner

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

Advisory Team

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Chuck Constantino

Wealth Advisor

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Luke Stuart, CFP®

Wealth Advisor

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Christine Lane, AIF

Wealth Advisor

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TJ Muscato

Wealth Advisor

Advisory Support

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Jessica Ferrindino, CFP®

Relationship Manager
Associate Wealth Advisor

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Tonya Wester

Director of Client Services

Operations Support

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Lauren Purvee

Operations Manager

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Suzanne Herko-Tordai

Office Manager

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Teri Petrarca

Client Service Associate

Lisa Whelan

Lisa Whelen

Client Service Associate

MANAGING YOUR MONEY DOESN’T HAVE TO BE COMPLICATED.

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