How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Our advisors

Jim Rice

Jim Rice

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jim Rice
Meghanne Svatos

Meghanne Svatos

CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Meghanne Svatos
Nic Gilliam

Nic Gilliam

Financial Advisor

Managing Partner of Cordian Wealth
Learn more about Nic Gilliam

Our team

Emily Hiter

Emily Hiter

Associate Financial Advisor,

CERTIFIED FINANCIAL PLANNER™ professional

Qualifications

  • Certified Financial Planner with 10 years experience
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Debbie Rudisill

Debbie Rudisill

Client Service Manager

Rebecca Black

Rebecca Black

Operations Manager

Tara Henry

Tara Henry

Client Service Manager

Qualifications

  • MSW University at Buffalo
  • BSW Keuka College
  • Notary Public
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