We partner with successful individuals, businesses and families to provide
customized wealth management solutions.


Investment Management

We will work with you to understand your financial situation and help ensure your financial portfolio is performing.


Wealth & Estate Planning

Our team works with our clients to create a plan that helps secure their legacy.


Corporate Services

We assist corporations with employee services, such as employee savings plan, insurance, cashless stock options exercise and cash management. 

Over 20 years of Experience in the Wealth Management Industry

We are a fully integrated financial planning and investment boutique. We make a commitment to the families, businesses and individuals we partner with. Our focus is to provide strategies and solutions that are integral to your financial peace of mind, now and in the future.

We specialize in investment management, retirement planning and estate planning. We are committed to providing our services completely without bias and tailoring them to our clients’ individual needs. When you partner with us you are investing in your future.

 

 

Featured in My Business Magazine  

I recently had the opportunity to speak to my background in the industry and how it has shaped my investment philosophy. I also opened up on how I run my business and the relationship factor I hold to a very high standard. I invite you to read through the article linked below.

To view the full article, click here.

 

 



Customized Financial Plans


1 to 1 Personal Service
Strategies and advice tailored to your unique financial goals. Our experts meet with you, get to know your needs and work to make them happen.

20+ Years of Experience

Diverse Wealth Plans
With over 20 years of experience in the investment industry, you can trust us with your financial future. Whether you're a young family or a successful business owner, we have a wealth plan for you.

 

Our Team

We are a group of wealth and investment management experts with a diverse set of skills to meet your individual needs. Over the past 20 years, we have developed a concierge financial planning service that provides clarity of financial goals, family philosophies, business needs, charitable pursuits and sound investment strategies. Wealth management, retirement lifestyle and estate planning strategies are key focus areas with special emphasis placed upon customized solutions and the ongoing financial security of our clients. Financial divorce planning is a separate, but distinct business division. Working in conjunction with mediators and lawyers, we assist couples moving through the stages of separation and divorce to secure a satisfied financial agreement.

Get to know our team today!

Our Process

Testimonials

"I have known Penni Johnston-Gill for 18 years, 12 years as my financial advisor. During the 12 years as my advisor, Penni has provided me a complete service coupled with very sound advice. During a normal week she will contact me at least 3 times providing updates, ideas and recommendations. Her professional insight and market knowledge have resulted in, during many volatile market conditions, a very balanced, forward looking and return based portfolio. Penni has worked very hard to become a leader in her profession, one of the many reasons I remain as a client at her firm."

-Bruce R.

Contact us

If you have any questions regarding our services or would like to schedule a meeting, please fill out the form below.