Our Story
For over 21 years...
We have been helping our clients to GROW, MANAGE, and PROTECT wealth.
Our firm was built for and around our clients. We believe an open and transparent, client-centered relationship is the key to long-term success. Our thorough wealth planning process is driven by listening first, formulating a strategy, and following through with advice and world-class service.
Our Impact
- Operate all facets of the firm with integrity.
- Stewardship is more than just owning investments - it involves your fulfillment, the family and community around you, and the impact you can make on the world.
- We deliver comprehensive solutions for each of these areas.
- Money is in itself amoral - it's what resources can do that makes it so impactful.
- We work collaboratively to provide comprehensive financial solutions as part of a holistic wealth management strategy.
- Maximize charitable giving strategies for the causes that are most important to our clients.
- We'd love to help you maximize the impact of your investments as part of an intelligent charitable giving strategy.
- We deepen relationships with those whom we share purpose.
Your Advisor
Tax Services are offered through Couric & Co.®, under common ownership of Couric Financial Partners, LLC.
Enrolled Agent
AAMS®
Advisory services are offered through Couric Financial Partners LLC, a Registered Investment Adviser.
To Check Firm or Individual Backgrounds please go to FINRA’s Brokercheck.
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