Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.


Our advisors

Advisor photo for Steven Haas

Steven Haas

CFP®, MBA

Private Wealth Advisor

Managing Partner of Resolute Point Private Wealth
Learn more about Steven Haas Visit Steven Haas's website
Advisor photo for Nicholas Guiditta

Nicholas Guiditta

CRPC

Private Wealth Advisor

Managing Partner of Resolute Point Private Wealth
Learn more about Nicholas Guiditta Visit Nicholas Guiditta's website
Advisor photo for Derek Packett

Derek Packett

AIF®

Financial Advisor

Learn more about Derek Packett Visit Derek Packett's website


Our team

Natalie Lemay

Natalie Lemay

Client Concierge

Nancy A. Dobrzanski

Paraplanner

Jennifer Wilber

Client Concierge

Nancy A. Dobrzanski

Paraplanner

Jennifer Wilber

Client Concierge