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About Us

'Truly' Comprehensive

About Image
About Image
We are a wealth management firm, with Certified Financial Planner (CFP), and Certified Public Accountant (CPA) expertise that we believe gives our clients an advantage. We personally invest our clients’ portfolios, with the aim of ensuring consistent growth and minimized volatility over time. Our Certified Public Accountant (CPA) credentials allow us to manage portfolios in a highly tax-efficient manner.
Our team understands the different milestones of life, and the challenges they bring. We work to ease the stress of each transition using our years of experience, research, and resources alongside your values and desires, to design a successful plan of action.
We focus on Comprehensive Wealth Management.
- James Simon, CPA, CFP®
Your Advisor

Meet James

James Simon, CPA, CFP®

President, Financial Advisor


Cory W. Johnson, CPA, CGFM

Tax Planning and Compliance Advisor

John W. Heck, JD

Estate and Trust Planning Advisor

Designations

We are proud to sit on the same side of the table as our clients.

Designation

Certified Financial Planner™

Designation

Certified Public Accountant

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