Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Ajay Verma

CFP®, CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Ajay Verma Visit Ajay Verma's website


Our team

Karuna Verma

Practice Manager