Duane Bāzis CPWA®

Duane Bāzis CPWA®

President & Founder

Rich McGinness CPWA®

Rich McGinness CPWA®

Senior Vice President

Aaron  Hilgemann CFA®

Aaron Hilgemann CFA®

Assistant Portfolio Manager

Mary Bāzis

Mary Bāzis

Operations Manager

Andrew Lamer

Andrew Lamer

Investment Advisor Representative

How We Serve 

At our firm, we aim to deliver unparalleled private wealth services while ensuring your legacy thrives for future generations.

Fiduciary?