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You work hard for what you earn — and want to do all you can to make sure you save and invest wisely. As your financial advisor, we will help you prioritize what's important today, while planning for a more confident financial future. We’re proud to help you plan for and achieve your financial goals — both now and in the future. Want to learn more? We’re happy to meet for a complimentary initial consultation.

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Why Stanchion Wealth?

Why Stanchion? A stanchion is what you will find around the perimeter of a sailboat; the vertical poles that secure the lines to keep you in and to keep you safe. Like those stanchions, our mission is to keep you on your financial voyage, help you navigate those uncertain seas, and keep you at the helm to continue charting your own course.