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

The Client Experience
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


Featured & Events

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Karl Schwartz Promoted to Principal

Karl Schwartz Promoted to Principal

To help lead the firm forward and drive further growth in 2015, we’re pleased to announce the promotion of Karl Schwartz, CPA, CFP® to Principal.

Throughout his decade-long tenure with the firm and its affiliates, Karl has demonstrated a complete dedication to client service, going above and beyond to help find the best solutions available for his clients' financial needs and goals. We're excited to see him put these skills and values into practice as a leader of the firm!

Read more about Karl’s background and expertise.