Achieving
Success by
working together during the
financial plan
Who We are
We are dedicated to providing investment management and strategic wealth planning that is right for you! Our mission is to take the complexity out of wealth management and provide straightforward advice to guide you towards your goals. Whether you’re a first-time investor or getting ready to retire, we’re here to offer insights, education, and support tailored to meet your needs now and in the future.
process
Introductory
Meeting
dentify your goals, priorities, preferences, and establish what your expectations.
Exploration & Preliminary Planning
After our first meeting, we'll take a deeper dive into your situation.
Detailed
Planning
Delivering an easy-to- follow roadmap that will guide you towards your financial goals.
Ongoing
Support
& Advice
We'll be here to adapt your plan so it transitions along with you.
Team
- All Offices
- Bakersfield
- Denver
- Encinitas
Benjamin McCollum
Investment Advisor Representative
James Curran
Investment Advisor Representative
Janet Fowler
Client Services Manager
Larry Jones
Portfolio Manager
Loren Grabau
Managing Member
Rebecca Dunn
Client Services Associate
Ryan S. Gorski
CCO & Managing Member