In the news

As a successful wealth management team, we’re honored to be showcased in respected print and online publications. Over the course of the history of our firm, we’re also proud to have been recognized with various accolades in the industry.

 – How Women Can Boost Their Retirement Savings

---

Women in C-Suite Roles Remain Scarce, Even as More Enter Financial Services

---

 – Insight of the Day

---

 – Nuances of Employer-Sponsored Plans

---

 – Renee Pastor On Active Vs Passive Portfolio Management – 2021

---

 – You might have one of these hiding in your 401(k) and not even know it! – What is an SDBA? – 2021

---

 – Renee Pastor On The Benefits Of Using A Financial Advisor – 2021

---

 – Renee Pastor on Helping to Educate Women about Financial Literacy – 2021

---

 – Every Advisor Screws Up, But The Best Learn From Their Mistakes – 2021

---

 – Does your 401(k) come with a Self-Directed Brokerage Account, or SDBA? – 2021

Article was syndicated to:

---

 – How Advisors Can Educate 401(k) Plan Investors – 2021

---

 – Making the Most of Your 401(k) by Using Your Own Adviser  –

Article was syndicated to Fidelity and Yahoo Finance:

---

 – Common Threads - Renee Pastor weaves her acts of charity around a central theme: empowering women - 2017