Your Wealth Management Experts
We will always keep our clients’ best interests at heart by providing quality, unbiased, and trustworthy advice to assist in achieving personal financial objectives.
We will continue to strive to exceed our clients’ expectations in terms of service and advice, contribute to our client’s well-being, and help our clients grow and protect wealth for themselves and future generations.
A Certified Financial Planner is recognizable by the abbreviation CFP. This designation indicates that the individual maintains internationally recognized standards of knowledge, skills, abilities, and ethics in the financial planning industry.
Both Harry Perler and David Olejnik hold a CFP designation.
A CFP is held to standards that ensure the client’s financial future will be handled by a qualified professional who will always put the client’s interest ahead of their own and shall do so with the care required by a fiduciary.
The CFP designation assures competence in financial planning through extensive education, a rigorous standardized national examination process, comprehensive continuing education requirements and accountability to the Financial Planning Standards Council code of ethics, practice standards, and the rules and regulations of their professional body.
We value giving back to our local community. Below are a handful of the organizations we are currently in support of.
In March of 2022, we also decided to join forces with PrintReleaf to offset our office paper consumption, find out how many trees we have since replanted.
Set up a meeting and begin taking control of your financial future