OUR TEAM
J. BROCK DEXTER, CFP®
ROBERT J. WASSEL, MBA, CPA/PFS
ROBERT J. WASSEL, MBA, CPA/PFS
Managing Partner and Senior Advisor
ROBERT J. WASSEL, MBA, CPA/PFS
ROBERT J. WASSEL, MBA, CPA/PFS
ROBERT J. WASSEL, MBA, CPA/PFS
Managing Partner and Chief Investment Officer
LUKE B. FLEMING
CHARLES N. KUHN, III
CHARLES N. KUHN, III
Para-Planner, Client Relations Support, & Administrator
Our Services
Wealth Management
Investment Advisory Service
Investment Advisory Service
Wealth management brings your financial blueprint to life and ensures you stay on track to a secure financial future. Our most comprehensive service takes the pressure off your shoulders.
Investment Advisory Service
Investment Advisory Service
Investment Advisory Service
If you do not need or desire comprehensive financial and investment planning, we offer a proactive investment advisory service to manage your portfolio for growth, future or current income, and wealth preservation.
Consultation Services
Investment Advisory Service
Consultation Services
Do you need help navigating around a specific financial issue or are you unsure if a financial advisor is something you can afford? We are still here to help.
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Why Clients Choose Us
Comprehensive Financial Plan
Comprehensive Financial Plan
When you choose a financial advisor, you take a giant leap of faith. You place your financial welfare in the advisor's hands and hope you made the right decision. We're confident the right decision is us.
Comprehensive Financial Plan
Comprehensive Financial Plan
Comprehensive Financial Plan
The backbone of your financial success! Together we determine your financial goals, set a plan to achieve those goals, and then implement the chosen strategies and periodically adjust in response to current circumstances.
Quarterly Market Reviews
Comprehensive Financial Plan
Quarterly Market Reviews
In the current market environment timely information eliminates headline shock and helps you stay the course.