A Step in the Right Direction
Welcome to our wealth management firm, where experienced financial advisors bring first-hand knowledge to craft solutions that align your goals and finances. Our team is dedicated to providing advice and services that feel more impactful to your life. We understand that building wealth means first seeing your big picture, and we'll never prioritize our own interests over yours.
Who We Are
We are a team of financial advisors assembled from multiple disciplines to service your personal goals and ambitions. Our management team includes Blaine Lourd, Founder & CEO, Palmer N. Murray, Chairman, Gary Hirschfeld, Director of Operations and Special Projects, Mike Lee, Managing Partner, Advisor, Keith McKenzie, Managing Partner, and Peter J. Wright, Managing Partner. Our team's strength lies in its unity, and we bring in additional in-house experience for added color and planning direction when unique needs arise.
What We Do
We provide a full range of services that span from investments to education, retirement, estate, insurance, and wealth planning. We stay true to a foundation of your vision and values and create a strategy to help achieve your goals. We identify factors with strong reward potential and only accept risks with positive expected returns. Our evidence-based investment approach, structure, diversification, and tax-conscious strategies ensure that your interests remain the priority.
Our services include:
- Investments
- Retirement planning
- Education planning
- Estate planning
- Insurance planning
- Wealth planning
We believe in doing things a little differently, and we don't chase the latest trend or push products, dynamic asset allocation, or predictive analysis. We stand up to the toughest test of all - time. Our expansive services and wealth management experience have a long history of proving their quality time and time again.
Who We Serve
We serve clients who are looking for extraordinary advice from an extraordinary advisor. Our clients' interests and values are at the center of our financial advice and services. It's from that foundation we create a personalized financial plan, no matter how complex the wealth situations may be.
Our People
Your relationship with us is the first critical investment to make. That awareness means financial advisors operating on a rare level. Your trust in our abilities and understanding of your situation should be and is rewarded with an elite team of thinkers. Our team's strength lies in its unity, and we bring in additional in-house experience for added color and planning direction when unique needs arise.
Meet our people and learn more about their expertise and experience.
Get in Touch
If you're looking for extraordinary advice from an extraordinary advisor, get in touch with us today. We'll help you define your unique vision, make it obtainable, and create a personalized financial plan that aligns your goals and finances.
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