Investing strategies tailored to meet your specific financial needs.
Taking a look at the whole financial picture to help you design and implement a blueprint for financial success.
Assisting plan sponsors with fiduciary obligations.
Investing strategies tailored to meet your specific financial needs.
Taking a look at the whole financial picture to help you design and implement a blueprint for financial success.
Assisting plan sponsors with fiduciary obligations.
We are an independent investment advisor. As such, we work directly for our clients with no pressure from any larger “parent company” to use any particular product, service, or strategy.
We find the right solution to meet the needs of our clients – no hidden fees, commissions, agendas, or sales quotas.
As an independent registered investment advisor, we are held to the highest standards in our industry. Our process takes your entire financial life into consideration as we partner with you while always acting in your best interest and putting your needs ahead of ours.
– Michael J. Meily
Michael J. Meily
Managing Member
Investing in financial markets continues to be an increasingly complex endeavor. To build, compound, and preserve wealth, investors need to capitalize on opportunities, navigate market volatility, manage their emotions, and align their investment strategy with their short-terms needs and long-term goals. At the core is successfully managing risk which ultimately leads to better long-term investment returns. Focusing first on returns, with a blind eye toward risk often leads to poor outcomes.
We provide a comprehensive, holistic approach to financial planning and wealth management to ensure clients are prepared for their ideal vision for the future.
With “soft landing” and “hard landing” being regularly tossed around the financial media, a profit recession may be on the horizon.
Even if we don’t officially find out for months to come, the U.S. economy is already in, or on the precipice of recession.
With inflation coming in above estimates, personal savings have been depleted in many middle and lower-income households. Real wage growth continues to trend negatively.
In the first quarter of 2025, global financial markets experienced significant volatility, primarily driven by geopolitical tensions, trade policy shifts, and evolving monetary policies. The U.S. stock market faced substantial challenges due to the Trump administration’s implementation of broad tariffs on foreign imports. These measures sparked fears of inflation, reduced consumer confidence, and media chatter about the potential for recession, leading to a sharp sell-off in U.S. major market indices.
With “soft landing” and “hard landing” being regularly tossed around the financial media, a profit recession may be on the horizon.
