We Don’t Do Cookie Cutter

We believe that sound advice doesn’t come from a single conversation. This is why we take the time to learn what’s most important to you before we provide feedback. Our process includes pairing you with advisors we know you’ll connect with, learning about you as a unique individual, and developing a deep understanding of your long-term vision.

Know Our Process

Your Success is Our Mission

We aim to continually provide you with holistic strategies to your financial and personal needs. Our highly-educated and client-focused advisors will help you every step of the way, from defining your goals, to developing your plan towards success.

Learn Our Mission

 

Our Clients are Our Culture

Everything we do is done with you in mind. Whether it’s making sure you always speak to a member of our team, ensuring your reports are easy to understand, or just being a sounding board for your financial questions, we want you to feel confident that you’re our top priority.

Experience Our Culture

This is What We Do

Our account minimums are a good attitude and being open to advice. Once we’ve determined your goals, we will customize our investment management strategy to your unique requirements. We aim to be truly objective, honest, and realistic in our wealth management.

 

Tax Efficient Investing

 

Risk Management

 

Investments

 

Legacy Estate Planning Strategies

 

Specialized Business Services

 

Holistic Wealth Advice

View Our Services 

We provide guidance and personalized strategies so you can spend more time in retirement.

Take Our Retirement Readiness Quiz

Your Team

For over 45 years, our advisors have diligently overseen our clients’ investments. As fiduciaries, we are held to a high standard; ensuring that your needs always come first. And, as your advocate, we strive to help you make informed financial decisions, so you can spend more time in retirement. We have access to over a dozen CFA®s, CFP®s, CPAs, attorneys, and additional legal and financial professionals.

Adam Lampe

CEO & Co-Founder

David Lampe CLU

Co-Founder & Principal

Jennifer Adams

Director of Client Management 

Christa Lampe

Director of Administration and Operations

Liberty Belle

Chief Cuddles Officer

Blogs

Why Sticking to a Long-Term Investment Strategy Pays Off in Market Downturns

Adam Lampe |
Categories
Investments
Finance
Risk Management
Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you navigate market ups and downs more effectively. Here, we’ll explore why market corrections are normal, how understanding historical trends can offer reassurance, and why sticking with your strategy benefits your financial future. Understanding Market Corrections: How Common Are They? Market corrections—typically defined as a drop of 10% or...

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Adam Lampe |
Categories
Investments
Tax Planning
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially reduce some of those taxes? It’s called tax loss harvesting, and while the term might sound complicated, it's actually a fairly simple concept that could save you money. Let’s break it down. What Is Tax Loss Harvesting? Think of your investments like a fruit-bearing tree. Some branches...

Videos

 

A Team You Can Count On

Personalization To Meet Your Goals

Working With An Independent Financial Advisor