The work we do on your behalf is just a small part of your overall journey – but it is vitally important. We want you to be able to spend your time and energy on what matters most to you and your family. We are your guides and trusted advisors, and we look forward to seeing you thrive.
Let’s Forge Your Path
We look forward to meeting you and getting to know more about your goals for your financial future. We’re happy to talk through your questions, concerns, and experiences in a confidential, no-obligation meeting. Give us a call today to begin.
Managing Director – Investments PIM Portfolio Manager
Paul Lefebvre, CFP®
Financial Advisor Senior Vice President – Investments
770 Tamalpais Drive, Suite 400, Corte Madera, CA 94925
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