Bringing over 23 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.


 

 

Brandi SakalukCFP®, CIM®, APM

Wealth Advisor

Meet I specialize in helping clients identify their own financial goals, putting visions and numbers together for the future, and working my way backwards to figure out what we need to do today to mak...
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Our Consultants

Rahim Dhalla, CIM

Director, Portfolio Management, IPC Portfolio Services

Corrado Tiralongo

VP, Asset Allocation & CIO, CLIML