Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a seemingly complex world. We invite you to discover and experience our truly personalized services.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives.
Jared Motzenbecker CFP®, CMT, CPWA®
Director of Wealth Services, Chief Investment Officer
Jared Motzenbecker is a Certified Financial Planner™ practitioner, Chartered Market Technician, and a Certified Private Wealth Advisor® professional. He has been in the Financial Services industry for more than 15 years and...
Gianni Valenti, CDFA®
Wealth Advisor
Gianni Valenti is an Independent Wealth Advisor in Sarasota, Florida. He helps local residents with financial planning, estate planning, and investment portfolio management...
Christy Moulton
Wealth Advisor
Christy became a financial advisor because she is passionate about helping families grow and protect the assets they worked hard to save. As a family focused financial advisor, Christy is passionate about getting to genuinely know her...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, values, and long-term goals.
Our team of experienced professionals can help you today and for years to come. We look forward to working with you.