Wealth for Business > Financial Planning
A comprehensive planning approach.
From simple asset allocation to sophisticated succession planning strategies – We employ a comprehensive planning approach designed to optimize your results. Together, we’ll help build the future of your business.
Our Approach
We start by helping you identify your goals and evaluate where you are relative to those goals. These goals remain the centerpiece of our recommendations and strategies for your success.
We have years of experience collaborating with clients like you. We believe your financial information should be organized, up to date, easy to understand and accessible to you whenever you want, from wherever you are.
Succession Planning
Preserve and protect what you’ve worked so hard to build. We’ll help you to prepare for the unexpected and ensure smooth transitions.
Start Planning Today
Portfolio Reviews
Concerned that your business financial plan is overdue for a review or a fresh perspective? We’ll evaluate your portfolio and offer specific recommendations.
Meet with a Wealth AdvisorWealth Team
Mike Bindas
Director of Wealth Management
Chris Birmingham
Wealth Manager
Grant Birmingham
Client Services Associate
Matt Bowar
Wealth Manager
Michelle Christensen
Client Services Associate
Robin Dubuque
LPL Registered Sales Assistant
Christy Dupre
Client Services Associate
Breanna Gardner
MS
Associate Wealth Manager
Jennifer Leher
Client Services Associate
Patrick McIntyre
Wealth Manager
Matthew McIntyre
LPL Registered Sales Assistant
Dream O’Brien
CFP, Series 7 & Series 66 Licensed held with LPL Financial
Wealth Manager
Kim O’Brien
Wealth Manager
Jay Panzer
Wealth Manager
Jake Preston
Associate Wealth Manager
Chris Siverson
Wealth Manager
Carrie Warren
Client Services Associate