Helping our clients accumulate and protect their wealth.

Building strong client relationships is the foundation of our approach; we have more than 12 years of combined experience helping people pursue their financial and wealth management goals. We are committed to earning your trust by offering candid financial advice and pro-active investment guidance.

Many clients we work with have begun, or are preparing for, a new stage of life: retirement. They come to us seeking strategies designed to preserve their wealth and help provide an income stream that will enable them to realize lifelong goals and dreams. We are pleased that several relationships we have established span two or three generations of the same family. We help with wealth preservation, cohesive planning and are a valued one stop financial planning firm.

We realize that no two clients are alike, even though they may share similar concerns. That is exactly why we take the time to learn who you are, what's important to you and what you want to accomplish with your wealth – for yourself and future generations.

Again, we appreciate your trust and desire to work with us. We look forward to collaborating with you in the coming months and years to help you accomplish your financial goals.


Planning for you and yours.

Richard A. Alafat, Jr, CFP®


View Our Customer Relationship Summary