We are wealth advisors serving clients who seek a trusted partner to provide expert wealth management, investment strategies, and financial advice. We're 100% independent from top to bottom. We don't have products to sell and we don't accept commissions. Our objective is protecting and growing our clients' wealth, focusing on the real lives of real people. With over 30 years of experience in the financial services industry and over $1.4 billion in assets under management, we have navigated all types of market environments, providing a steady hand through the ups and the downs. 


Meet the Team

 

Stephen Janachowski
President & CEO
Bio

Peg Pike
Chief Operating Officer
Bio

Christian Thwaites
Chief Strategist
Bio

Craig M. Hughes, J.D.
Chief Compliance Officer
Bio

Rita Lee
Director of Research, VP
Bio

Jack Scaff III, MSBA
Financial Advisor, VP
Bio

Christopher Zand, J.D.
Financial Advisor, VP
Bio

Chris Akamine, CFP®
Financial Advisor
Bio

Anne Johnston, CFP®
Financial Advisor
Bio

Nickolas Prieto
Financial Advisor
Bio

Emily Taken-Vertz
Financial Advisor Associate
Bio

Jeff White
Financial Advisor Associate
Bio

Derrick Poon
Head Trader
Bio

Dave Scuitto
Client Relations Specialist
Bio

Chris Heller
Client Relations Specialist
Bio

Carolyn Van Wagner
Client Relations Specialist/ Operations Control - Bio

Liza EsselSagoe, IACCP®  Compliance Associate
Bio

Susan Kelly
Executive Assistant
Bio

Lissa Harris
Administrative Assistant
Bio