Clear Confident Consistent

Our vision is to serve clients in a new way, combining financial planning and high quality wealth management services. Today, we continue to set ourselves apart by providing superior service, investment solutions, and top-rated products that you can trust.

Meet our team

TAD PEPPER

Financial Planner

Tad Pepper has spent more than 20 years helping families and individuals develop plans for their goals and dreams, including retirement planning and conserving capital for those who wish to invest in their future.

PATRICK GAGNON

Financial Planner

Patrick is a trusted partner and advisor to individuals and families working to develop plans for their goals and dreams. With an in-depth understanding of financial planning and more than 20 years’ industry experience, he helps you create a plan and works as your advocate

Investments focused on you

We believe in educating our clients so they can make the right decisions for their financial futures. We will help you choose the best investments for you and your family, so you can focus on what matters most to you.

Meet our trusted dental staff

Debbie T. Crow

Dental Hygienist
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Thomas H. Zink

Dental Assistant
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Tiffany A. Guzzi

Dental Assistant
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Mary J. Plesant

Scheduling Coordinator
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Amber J. Stout

back Office Manager
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Nick P. Smith

Financial Administrator
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