Trusted financial advice is more important today than ever. As your Financial Advisors, your financial goals are the focus of everything we do. A comprehensive planning approach informs all of our conversations. It helps us learn all we can about you so we can address your most important priorities. And if your circumstances change over time, or new opportunities arise, we adjust your plan to make sure it's on track.
Whether you're looking to build wealth for the future, protect it for the next generation or create a giving strategy for the people and causes that mean so much to you, we are well-positioned with advice and a plan that will give you greater confidence to pursue all of your life goals.
Jacqueline Willens has been recognized as an industry leader.
- Barron’s Hall of Fame Advisors, 2019
- Forbes America's Top Women Advisors, 2018, 2019
- Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020
- Forbes Top 200 Women Advisors, 2017
- Forbes/SHOOK America's Top Wealth Advisors, 2016, 2017, 2018
- Barron's Top 100 Women Financial Advisor's List, from 2007 – 2019
- Barron's Top 1,000 Advisors, from 2009 – 2013
- Barron's Top 1,200 Advisors, from 2014 – 2019
- Barron's Top Advisor Teams, in 2013