In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.


Our advisors

Joe Rettig

Joe Rettig

CFP®, CRPC®, CLTC®

Private Wealth Advisor

Franchise Owner
Learn more about Joe Rettig Visit Joe Rettig's website
Kyle Rettig

Kyle Rettig

MS, CFP®, APMA®, CRPC®, AWMA®

Financial Advisor

Learn more about Kyle Rettig Visit Kyle Rettig's website
Hope Duryea

Hope Duryea

CLTC®

Financial Advisor

Learn more about Hope Duryea Visit Hope Duryea's website
Anthony Russo

Anthony Russo

CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Anthony Russo Visit Anthony Russo's website
Henry Edwin Sly

Henry Edwin Sly

CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Henry Edwin Sly Visit Henry Edwin Sly's website

Our team

Lori Silvestro

Lori Silvestro

Client Service Manager,

Office Manager
Karla Graber

Karla Graber

Financial Planning Analyst,

Insurance Specialist
Brandon Fox

Brandon Fox

Client Concierge

Katie Humphreys

Katie Humphreys

Marketing Consultant