Each client deserves a unique financial plan. We offer a highly personalized approach to wealth management, based on an in-depth understanding of our clients.

Our Philosophy

Our Team

Every member of our staff is personally chosen by founder Debra Brede for their experience and professionalism. They are all dedicated to getting to know you on a personal level to help you achieve your long-term financial goals. We believe in the Golden Rule and treat you how we would like to be treated.

Meet Our Team



As of March 2024, we are now part of The Colony Group. The Colony Group is a nationally-recognized investment advisory firm with offices nationwide. We are driven by one overarching principle—to bring meaning and joy to the lives of our clients and each other. We do this by continually investing in our expansive and innovative services—delivering them through our talented and experienced people in a way that is customized, personal, and meaningful for our clients.

We help successful individuals and their families, busy corporate executives, entrepreneurs and business owners, athletes, entertainers, institutions, businesses, and non-profit organizations across the nation to manage the many details of their wealth—delivering deep expertise that goes far beyond investment management. Our financial and wealth advisory services encompass asset allocation, tax and estate planning, retirement planning, risk management, philanthropic and education planning, business management, business-transition planning, and life-enrichment solutions.