Our Vision
Make a difference. Guide. Coach. Teach. Create Strong Relationships for Generations to Come...
Glen Sher, Managing Director - Investments and Michael Jeshiva, Vice President - Investments provide highly individualized personal service to corporations and high net worth individuals through comprehensive retirement planning and wealth management services. Our goal is to exceed client service expectations, anticipate future needs and provide unbiased, clear strategies on a continual basis.Read MoreMeet Our Team

2026 Outlook: Trendlines over headlines
Wells Fargo Investment Institute’s 2026 Outlook goes beyond headline noise to focus on durable trends—interest-rate cuts, tax incentives, and AI-driven growth. See what these could mean for stocks, bonds, real assets, and alternative investments.
News and Insights
2025 Forbes disclosure
2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24 (Source: Forbes.com).












