It’s never too early to begin thinking about leaving a legacy. We provide our clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and learn how decisions could impact their entire financial situation.


Advisors

Bridget A Erhard

Bridget A Erhard

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Bridget A Erhard's website

Team

Arianna N. Purcell

Arianna N. Purcell

Assistant

Ashley M. Caron

Ashley M. Caron

Financial Planning Assistant

Angela Subrai

Angela Subrai

Client Relationship Manager