Live the life you have imagined with Personalized wealth management to help you get there.

Reaching your dreams and goals is important. So much so, we keep them at the core of everything we do. We believe in the power of a true partnership, working with you to reach your goals. We also believe in the power of advice, providing only the highest level of due diligence and an uncompromised commitment to helping you make informed and effective financial decisions… When it comes to your financial future, why would you settle for anything less?

Dave Lougheed Bio Image
Dave Lougheed, MA, MBA
Branch Manager, Portfolio Manager Wealth Advisor
Dana Lougheed
Dana Lougheed
Associate Wealth Advisor
Kathy Irvine
Wealth Advisor Assistant

Comprehensive Wealth Management Plans

Your success has come from hard work and we can help shoulder the load. Whether you are an executive, a professional, or a female investor, a professional athlete or retired, there’s more to your financial life than just investments. The details are as unique as you. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life.

The result is a reliable and effective personalized plan to address every detail.

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Coming together is a beginning, staying together is progress, and working together is success.
Henry Ford

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