What Is a Certified Wealth Strategist®?
Our President, John Ballon, is a Certified Wealth Strategist®. This designation is earned through the demonstration of advanced knowledge regarding industry rules, regulations, laws and operating procedures, especially as they pertain to assisting affluent individuals and families. As a CWS®, John has extensive training in the top areas of financial concern for clients including risk management, retirement planning, tax planning and more.
At Every Stage in Life
You Benefit From a Trusted Financial Partner
Whether you’re just starting a family or winding down toward retirement, you have questions about your financial well-being. You want to know you’re doing the right things now to optimize your hard-earned wealth and reach your financial goals.
We work with individuals, couples and families who are motivated, dedicated and excited to partner with a knowledgeable financial guide.
As Certified Wealth Strategist® professionals, our offerings are designed to encompass all areas of your financial life including: