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Where do you want to go? We'll get there, together. 

Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

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Your Process

Your Process

We create strategies that are tailored to your goals.

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Our History

Our History

We're prepared to guide you through life's transitions. 

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Shared Values

Shared Values

We operate our business with ethics and integrity.

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Resources

Resources

Let's talk about your investment strategies.

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Welcome to the family!

Welcome to the family!

When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.

A Focus on Women’s Needs

A Focus on Women’s Needs

Your financial needs are as unique as the life you lead and the dreams you have.

Lisa Whinnery

Lisa Whinnery

Assistant Vice President | Registered Senior Client Specialist

608-830-3515

Benjamin Falk

Benjamin Falk, CFP®

Associate Financial Advisor | PWM Financial Planner

608-830-3518

Debra Wolff

Debra Wolff

Assistant Vice President | Registered Senior Client Specialist

608-830-3521

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