My Smart Money

Your personalized dashboard allows you to view your entire financial picture in one place.

Rita Abel, CPA

CPAs on staff to provide tax guidance and tax management



Fidelity Wealth Management Platform

All accounts custodied on the Fidelity Wealth Management Platform, with a direct internet access to all your accounts 24/7.

Click the logo below to view your account statements and tax documents anytime.


Fidelity Investments logo

Our Partnership with Fidelity |

Pinnacle Advisor Solutions

We have partnered with Pinnacle Advisor Solutions to provide state of the art investment management for our clients. Click the logo below to view more about their team and how they help us better serve our clients.