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

Edward Anthony Conti

Edward Anthony Conti

ChFC®

Private Wealth Advisor

Chartered Financial Consultant®
Learn more about Edward Anthony Conti Visit Edward Anthony Conti's website
Sean McWilliams

Sean McWilliams

CFP®, ChFC®

Financial Advisor

Vice President of Vuecrest Wealth Management
Learn more about Sean McWilliams Visit Sean McWilliams's website
Justin Lewis

Justin Lewis

CRPC®

Financial Advisor

Learn more about Justin Lewis Visit Justin Lewis's website

Our team

Jeffrey Faber, CFP, ChFC

Jeffrey Faber, CFP, ChFC

Practice Manager,

Chief Operating Officer
Tina Nyman

Tina Nyman

Paraplanner

Kiet Le

Kiet Le

Client Service Manager

Lauren Foseid

Lauren Foseid

Operations Specialist