We provide personalized financial planning and help you protect your family, future, and income.


Our Mission is to provide sophisticated Financial Planning and Wealth Management advice to our select clients by designing personalized strategies in the areas of Wealth AccumulationWealth ProtectionWealth Distribution, and Wealth Transfer.  We aspire to build enduring relationships with our clients based on a mutual trust, a mutual respect, and an overriding commitment to help our clients maximize their financial success. 

Our Clients are successful Families, Professionals, Retirees, Business Owners, Widows and Widowers, and Sudden Wealth Individuals. Our focus with our clients is to help them simplify their financial lives by addressing their unique financial needs with honesty, openness, and transparency.  We strive to provide our clients with confidence and peace of mind by having a solid team of highly qualified, dedicated, and experienced professionals by their side.

We pride ourselves in our objectivity which is consistent with our guiding principle to always put our client's best interests first.  We also enjoy collaborating with our clients' other advisors, such as CPAs and Attorneys, taking a team approach to work towards the development of a successful collective financial strategy, focusing on each advisor's professional talents and specialties on behalf of the client.

If you are serious about planning for your financial success and recognize the value in working with an experienced advisor, we invite you to contact us for an initial consultation. 

Let us help you take that initial step in turning your financial dreams into a well-defined reality. 


Dwayne K. DeMond, CFP®, ChFC®, AIF®       Jason A. McGrath, CFP®

CERTIFIED FINANCIAL PLANNERTM practitioner                                         CERTIFIED FINANCIAL PLANNERTM practitioner

Financial Advisor, Financial Services Representative                                   Financial Advisor, Financial Services Representative