Creating Clarity
Our Process
How We've Helped
Clarity, Simplicity & Wellbeing
Our History
Our Team
In the Community
Success Stories
By Phone or in Person
About the Team
Peter Andreana
Stuart Small
Anita Fair
Lori Latvala
Taylor Gray
Laura Andreana
Lise Andreana
Thomas Sears
Community Involvement
  • I have an established and demanding career
  • I am accumulating wealth and require strategies to make my money work for me effectively 
  • I earn an income of $100,000 to $500,000 and would like to reduce my taxes
  • I have investable assets of $100,000 to $2 million
We understand your needs

You appreciate best practices, professionalism, and the importance of strategy. Your personal financial affairs will benefit from our structured approach, and we can develop a financial security plan that will help you meet your life goals – whatever they may be.   

Our Private Wealth Continuum ™ process for professionals and executives is unique – just like you.  Our integrated planning approach includes all areas of both corporate and personal financial planning services.



We understand how demanding your career years are. Your time is valuable, you are always on the go, and spare time is at a premium.

You want an advisor who will help simplify your life and guide you towards making informed decisions about your money.

And since it’s your money, you deserve to know what it’s doing.  Your involvement in the financial planning process is essential, and we believe that clear communication is crucial to a successful relationship.

Well Being

You are important to us. We are passionate about providing superior service and surpassing your needs and expectations.  Our in-house team of advisors and network of financial experts ensures that we are a full-service firm ready to meet a variety of financial needs designed specifically for the executive and professional community.


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