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.
Words of Wisdom
"An investment in knowledge pays the best interest."
- Benjamin Franklin

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

Lisa Whinnery
Assistant Vice President | Registered Senior Client Specialist

Benjamin Falk, CFP®
Associate Financial Advisor | PWM Financial Planner
