"Helping Secure Financial Freedom through Comprehensive Wealth Management."

Achieving Financial Freedom

  • Comprehensive financial and income planning approach
  • Diversified menu of asset management methodology
  • Focus on wealth preservation and legacy creation


“With the intent of weathering life’s financial storms and unexpected contingencies, the ultimate goal I have for each of my clients is that they are empowered with personal financial freedom through the co-creation of a financial and investment plan that evolves and grows with them.  Clients want an advisor who is professional, listens to them, provides honest advice, and acts in their best interests as they journey through their life-long planning process."

Simon Peter O’Hanlon