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Advisor Team

Papapostolou Team

We believe wealth is more than just money. It’s about having the means to fulfill your goals and live life on your own terms. The Papapostolou team prioritizes strong client relationships and professional financial advising. We believe our clients love our customized offerings across financial planning, investment management, multi-generational estate planning, retirement planning, tax strategies, and more. We act in your best interests, and we make your financial well-being our priority.

Darien, CT

Advisor Team

Zopfi Team

At the Zopfi Team, we excel in comprehensive wealth management with a focus on tax strategies and creative problem-solving. Our team of financial professionals is committed to understanding the complete picture of our clients’ financial situations. We provide prompt, high-touch service, which allows our clients to focus on what they enjoy without needing to think about finances.

Darien, CT

Advisor Team

Dillon Team

At the Dillon Team, Mark and Christopher Dillon specialize in helping individual investors who are approximately five to ten years from retirement and working with them throughout their retirement. During this process, the Dillon Team specializes in crafting a detailed retirement plan and investment analysis that suits each client’s financial personality.

Charlotte, NC

Advisor Team

Taylor Team

We believe wealth is more than just money. It’s about having the means to fulfill your goals and live life on your own terms. The Taylor team prioritizes strong client relationships and professional financial advising. We believe our clients love our customized offerings across financial planning, investment management, multi-generational estate planning, retirement planning, tax strategies, and more. We act in your best interests, and we make your financial well-being our priority.

Charlotte, NC

Advisor Team

Berkowitz Team

We believe wealth is more than just money. It’s about having the means to fulfill your goals and live life on your own terms. The Berkowitz team prioritizes strong client relationships and professional financial advising. We believe our clients love our customized offerings across financial planning, investment management, multi-generational estate planning, retirement planning, tax strategies, and more. We act in your best interests, and we make your financial well-being our priority.

Pittsburgh, PA

Advisor Team

Himmelreich Team

We believe wealth is more than just money. It’s about having the means to fulfill your goals and live life on your own terms. The Himmelreich team prioritizes strong client relationships and professional financial advising. We believe our clients love our customized offerings across financial planning, investment management, multi-generational estate planning, retirement planning, tax strategies, and more. We act in your best interests, and we make your financial well-being our priority.

Darien, CT

Advisor Team

Gensler Team

We believe wealth is more than just money. It’s about having the means to fulfill your goals and live life on your own terms. The Gensler team prioritizes strong client relationships and professional financial advising. We believe our clients love our customized offerings across financial planning, investment management, multi-generational estate planning, retirement planning, tax strategies, and more. We act in your best interests, and we make your financial well-being our priority.

Coronado, CA

Advisor Team

Baxter Team

Welcome to the Baxter Team, a planning-first, high-touch advising practice that emphasizes a comprehensive approach to wealth management. Our team builds deep, meaningful relationships with our clients as we partner with them on their financial journeys. We focus on the needs of clients who are nearing retirement, as well as those who have recently retired.

Houston - Galleria, TX

Advisor Team

Kibler-Blackburn Team

The Kibler-Blackburn Team is dedicated to service-driven, multi-generational strategy wealth management for high net-worth families. We bring local and global knowledge to investment management, estate wealth transfer and tax management. We believe our loyalty and commitment to our clients sets us apart. We welcome an introductory meeting to discuss how we may help you develop and protect your legacy.

Anderson, SC

Advisor Team

Classic City Team

The Classic City Team defines success by our ability to alleviate our clients’ emotional burdens through the implementation of a goals-based portfolio management process. Our philosophy is rooted in core values: integrity, active listening, inspiration, wisdom, decisive action, and deep care.

Athens, GA