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Client Centered

Client Centered

Putting the needs of our clients first

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Our Process

We help create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to help guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Meet Our Team

Scott Crawford*

Scott Crawford*

President / Senior Wealth Strategist

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Matthew L. Biggs*

Matthew L. Biggs*

Wealth Strategist

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