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

Paige Hatton

Paige Hatton


Private Wealth Advisor

Managing Director
Learn more about Paige Hatton Visit Paige Hatton's website
Peter Sullivan

Peter Sullivan

Financial Advisor

Managing Director
Learn more about Peter Sullivan Visit Peter Sullivan's website

Our team

Cindy Capezzuti

Registered Client Service Associate,

Practice Manager

Rebecca Holcomb

Client Service Associate