Fiduciary financial advisor firm in the Canton Ohio & Akron Ohio area, serving clients both locally and throughout the country. 

Begin Understanding how we can help you by clicking on one of the boxes below. 

Whether you are a business owner, a pre retiree/retiree, or a busy professional building your wealth, we all have many different facets of our financial lives....like the picture below shows. Simply put, our company exists to serve as a Family Office for our clients,  reducing the maze of complexity & bringing together all your various professionals to work as an integrated team.

Click on each icon below to learn more about how we take ownership of managing your complete financial picture as your “Family CFO” through our total wealth management process.