Our practice is 100% referral based and offers a unique combination of financial life planning, asset management strategies, and coaching that addresses all aspects of one's financial life and well-being. Services are customized to each client's personal vision and goals through an established long-term relationship built on mutual integrity.


Advisors

Mary Kay Wright

Mary Kay Wright

Private Wealth Advisor

Visit Mary Kay Wright's website

Team

Becky A. MacKinnon

Becky A. MacKinnon

Office Manager,

Client Service Manager
Zoe Gladstone

Zoe Gladstone

Financial Planning Assistant,

Administrative Assistant