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 more than 30 years of experience in the financial services industry and approximately $1.6 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
Rita Lee
Director of Research, VP
Bio
Jack Scaff III, MSBA
Financial Advisor, VP
Bio
Chris Akamine, CFP®
Financial Advisor, VP
Bio
Anne Johnston, CFP®
Financial Advisor
Bio
