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Helping you achieve the financial goals that matter most is what we do best. Whether you’re buying your first home, saving for college or planning for retirement, you can rely on us to help you navigate the future with greater confidence. We offer personalized financial advice, investment strategies and a range of solutions based on your needs and risk tolerance. Schedule a complimentary initial consultation to discuss how we can help you reach your financial goals.

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Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, Discerning Wealth has been named to the 2026 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.