Wealth Management

Chart a course for your unique financial destination with the help of our High-Net-Worth Services.

Our Investment Philosophy
can support your goals

Our Distinctive Discovery Process
helps us to get to know you and lets you rehearse scenarios for your financial future

Amy Libertoski headshot
"Really knowing and serving my clients and their families well is what drives me. It’s professional and personal attention, all in one. Of course, I’m committed to excellence in our business relationship— prompt calls and call returns, anticipating needs, and regular reviews. That commitment extends to excellence in all aspects of our relationship — their financial lives, their professional lives, their community involvement, and their families."

Amy L. Libertoski

Principal, Consultant


News & Events

Want to know more about us? Check out the latest firm happenings, announcements and events in your area.

One Bite named Top Advisor Blog

Kitces, a financial planning news and educational resource, named our blog One Bite a top 50 Advisor Blog. Our team members and subject matter experts write all of our articles, covering a variety of topics in financial planning, investing, the economy, markets and more. 

So a big thank you to our contributors, as well as our Facebook fans for liking and sharing our weekly posts! Click here to learn more.

Sunday, October 26, 2014 - 9:00am
Thursday, October 23, 2014 - 6:00pm

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