Empowering People Through Wealth Creation
Our Promise To You
We Act With Your Best Interest At Heart At All Times
Our goal is to create relationships that are so significant that we are your second thought when life is pushing you to take action. As a team of creative problem solvers, we are your guides on the path to True Wealth.
Fiduciary Advice
As fiduciaries, we are legally and ethically obligated to act in your best interests at all times. Trust is at the core of everything we do.
Transparency
We are committed to complete transparency around our advice and fees so you can have the confidence to make educated, informed decisions.
A Collection of Thinkers, Learners, and Problem Solvers
Eric Negron, CEPA, AWMA
CEO | MANAGING PARTNER
Amy Colton, MBA, CDFA
PRESIDENT OF DIVORCE MADE SIMPLE | WEALTH ADVISOR
Chad Rixse, CRPS®
DIRECTOR OF FINANCIAL PLANNING | WEALTH ADVISOR
Jennifer Varteressian
COO | DIRECTOR OF TAX RESEARCH | TAX ATTORNEY
Nick Wolf, CFP, CEPA
EXIT PLANNER | WEALTH CFO
Christopher Marrone, CFP
WEALTH ADVISOR
Michelle Fuccella
FINANCIAL PLANNING ANALYST
Lauren Mulligan
CLIENT SERVICE DIRECTOR
Kennedy Alleva
Marketing DIRECTOR
Debra Bigler
DIRECTOR OF BUSINESS DEVELOPMENT
Christopher Amores, MPA
CHIEF TECHNOLOGY OFFICER
Happy Witt
Billing Operations Associate