Your Wealth, Managed to a Higher Standard

Our firm was created to serve investors like you. We have earned the Private Wealth Financial Advisor (PWFA) title, which recognizes a focus on serving clients with complex needs.

We will customize a plan for your wealth, backed by institutional resources reserved for those with high incomes and net worth.

CFA® Designation

Administered by the CFA Institute, the Chartered Financial Analyst (CFA®) designation is given to those who successfully complete the CFA Program. Financial professionals who are candidates for earning the certification must have a prerequisite of four years of relevant work experience and/or schooling. As one of the highest distinctions within the field of investment management, CFA charterholders practice and hone specialized skills pertaining to real-world investment, risk, and asset management.  

The requirements for earning the CFA® designation include:
  • Hundreds of hours of rigorous study prep
  • Passing three levels of the CFA Exam
  • Abiding by a strict code of ethics

David Viger earned this distinguished designation in 2021.

Click here to learn more about the value of the CFA® designation.

CFP® Designation

Administered by the Certified Financial Planner Board of Standards, the CERTIFIED FINANCIAL PLANNER™ designation is one of the most acclaimed in the industry. Financial professionals who are candidates for earning the certification must have a prerequisite of three years of experience in financial planning. By the end of the program, participants obtain specialized knowledge and training in retirement planning, estate planning strategies, income taxation, principles of investments, planning for insurance needs, and more.  

The requirements for earning the CFP® designation include:
  • Hundreds of hours of rigorous coursework
  • Passing 10-hour comprehensive exam
  • 30 hours of continuing education every two years
  • Abiding by a strict code of ethics

Tom Decker earned this prestigious designation in 2010.

Click here to learn more about the value of the CFP® designation.
Forbes Award with Disclosure

Forbes Recognition

“The Forbes ranking of America’s Best-in-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. This qualitative criteria focuses on studying each team’s best practices—service models, investing process, team construct, skill sets, etc. The algorithm also weighs factors like revenue trends, assets under management, compliance records.”