What Makes Us Different?

• We maintain the highest ethical and moral standards in conducting our business and we pledge to place our clients' interests above all else.
• We are a tax practice as well as a financial services firm, so whether it be retirement, an inheritance, or a windfall, we know what the tax ramifications are and take that into consideration when we provide a solution to your issues.
• We believe that every client and their needs are different when it comes to developing a financial plan and providing a solution.  We use our experience to not only solve the issues that may be keeping you up at night now, but also to solve issues that you may not have thought about.
• We strive to communicate and educate each of our clients so you understand your situation, our advice, and the reasons behind our advice.
• We seek to instill peace of mind in our clients throughout the wealth management process.
• We take pride in the fact that the majority of our new clients are referrals from our existing clients who are motivated by our high level of service to tell their friends and business associates about our practice.

*Investment and financial planning services are offered by Daryl Petry, Zachary Petry, Michael Brutout, and Mark Sherman through their affiliation with Avantax.