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

How We Are Different

1. **Direct Access to Advisors**:
- **Benefit**: Ensures immediate and personalized service, allowing accredited investors to receive prompt, tailored advice and support without dealing with automated systems or delays.

2. **Fiduciary Duty**:
- **Benefit**: Guarantees that the firm is legally obligated to act in the client's best interests, providing unbiased advice and aligning the firm's goals with those of the investors, enhancing trust and confidence.

3. **Customized Portfolios with Transparency**:
- **Benefit**: Offers clear and detailed understanding of investment holdings and the flexibility to tailor portfolios to specific financial goals, allowing investors to make informed decisions and optimize their investment strategies.

 

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Your Goals. Our Strategies.

Discover an array of services for all your financial needs. Fee only with no commissions.


Financial Planning & Investment Services

We work with you to create a plan to address specific concerns and reach your objectives. Learn how we tailor a plan to fit your personal goals.

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Retirement Planning

We believe that every client’s retirement plan needs to be customized to their unique goals, preferences and circumstances. Learn what it’s like to be confident in a retirement plan that was designed just for you.

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Portfolio Management

Portfolio management is about more than just buying and selling assets; it is about helping you achieve your financial goals. We are here to provide a personalized and flexible approach to managing your portfolio.

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Tailored Investment Approach

We treat each investor as a unique individual with unique financial goals. Our approach focuses on features to help you get more out of your investment.

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Meet Our Team

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