We started with one client in 2000. We have grown one client at a time through referrals from satisfied clients and other professionals in our community. Our goal was to build a practice that we would be proud of. A business that would make a difference in our client’s lives and our community by giving back to the causes we believe in and make our community vibrant. Twenty four years later, we have grown, We have thrived. We credit this growth and prosperity to always acting in our client’s best interest, keeping our priorities straight and our hearts humble. It’s a responsibility we take seriously: managing your life savings. We invest in you and you invest in us. Working with the right team is important.
In our practice, we provide personalized financial advice and solutions to build, maintain and preserve wealth. We are available to answer any questions you have about our team and/or process and offer complimentary consultations. Call us to schedule a visit in our office or virtually.


Our advisors

Timothy Henry

CRPC, AWMA℠, APMA

Private Wealth Advisor

Franchise Owner
Learn more about Timothy Henry

Peter DiSanza

CRPC, APMA

Financial Advisor

Learn more about Peter DiSanza Visit Peter DiSanza's website


Our team

Angeletta V. Henry

Angeletta V. Henry

Marketing Manager

Roles & Responsibilities

  • Angeletta oversees our community involvement, social media and brand.
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Rachael L. Kopetsky

Rachael L. Kopetsky

Client Relationship Manager

Personal Intro

I enjoy spending time with my family, whether it's hanging out with my older brother, my parents, or my cat Callie. I also enjoy spending time outdoors, writing, reading, music, dance and walking.

Roles & Responsibilities

  • Rachael is our Client Relationship Manager and will be your first point of contact via phone or visits to our office. Rachael oversees the implemnetation of our client service experience.
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