Advice your way

For the life you have, and the one you want.

View more

Get started today

Work with Our Team

Find out what we can do for you.
There are no obligations, just possibilities.

Start a conversation

Because you want to grow more than your portfolio

When you want answers you start online. The world of apps and bots, data and algorithms. But for all the stats and fast facts, you won't find the answers to life's big questions. That comes when you connect with real people.


Though our world has changed, and your values and priorities may have shifted, we believe now more than ever, the right advice has the power to transform the future for you and your family.

Our Difference

From market shifts to major life milestones, we will meet you where you are - in just the way you choose - and work with you to get where you want to go. That’s advice, your way.


Juggling schedules and trying to get family together in one place or getting financial advice for your wealth management questions shouldn’t be stressful. That’s why we’ll meet you on your terms, be it one-on-one online, in-person, or on a group video call with everyone in your family – unrestricted by regions and time zones.

Personalized Advice

Planning is personal. We provide different levels of service that you can choose from – so you get what’s most effective for you. We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealth management advice, or anything in between.

Engage Relationships

Engaged Relationships

Communication is integral to how we work with you. We will review, adjust and adapt your plan based on your engagement preferences, and we’ll stay connected with you – through your channels of choice.

The Value of Advice

Advice can have a positive and significant impact on the growth of your financial assets.



No Advice


4 - 6

Years of advice


7 - 14

Years of advice


15 +

Years of advice


Source: Cirano Report: Econometric Models on the Value of Advice of a Financial Advisor.

10 Question Assessment

Top 10 Questions to Ask Yourself

Move forward with financial confidence

Take the assessement
Our Team

50 Years of Experience

Financial Advisor & Managing Director

Paul Barreca, CFP®

Associate Advisor

William Barreca


For advice that makes a difference

Paul’s “Do’s” and “Do Nots” of Tax Planning

10 February, 2021

Paul’s “Do’s” and “Do Nots” of Tax Planning

It’s that time of year- gathering receipts and waiting for tax documents to arrive in the mail, so we can file our tax refund before the end of April. Are you ready
Read more

How Your Natural Biases Can Ruin Your Portfolio Returns

10 February, 2021

How Your Natural Biases Can Ruin Your Portfolio Returns

Traditional finance assumes that investors always make perfectly rational decisions based on all available information. Behavioral finance, on the other hand, recogn
Read more

Why Experts Predictions Fail and Why We Believe Them Anyways

10 February, 2021

Why Experts Predictions Fail and Why We Believe Them Anyways

Research has found that the bigger the media profile of the “expert” the less accurate are their predictions. Those who are the most confident and deliver the best s
Read more