Our vision is to enrich lives by helping empower our clients to make informed financial choices that can guide them toward a future marked by financial clarity and authentic personal accomplishment.


Our advisors

Karen Maloney-Hagel

CRPC, CLTC®, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Karen Maloney-Hagel Visit Karen Maloney-Hagel's website


Our team

Mary J. Smith

Mary J. Smith

Client Service Coordinator

Joanne McCarthy

Joanne McCarthy

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