Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Advisor photo for Ipcit H Shah

Ipcit H Shah

Private Wealth Advisor

President of Ipcit Wealth Management Group
Learn more about Ipcit H Shah


Our team

Kathleen Healey

Kathleen Healey

Office Manager