Our team is comprised of three Wealth Planners; David Baitel, Michael Lentz, and Marcello DiFrancesco. We believe our team approach to working with clients differentiates us from many financial advisors as we include inputs from multiple advisors when building the best path towards your financial goals. We offer a variety of services for our clients including wealth planning, retirement planning, investment management and specific goal planning. We understand that everyone views their money and financial goals differently and we stive to work with each client in the manner that best suits them.
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