Angela Wittmann

Affluent business owners, professionals and individuals can feel reassurance, confidence working with me, a designated CERTIFIED FINANCIAL PLANNER professional for almost 30 years. Together, we will take into consideration all aspects of your written Financial Plan, not just your investments. I can assist you achieve peace of mind while going through transition such as the sale of a business, retirement, change of career, death of partner, divorce or an inheritance.

As a Chartered Life Underwriter, I have advanced training in income protection, insurance, estate, and business planning. I can assist you in making sense of what you have and what you need to consider.

I use my business as a force for good for all clients, our community and our planet. As a Responsible Investment Advisor, I am strongly committed to sustainable investment solutions, that can enhance returns & mitigate risk.

Personally, I commit to a formal philanthropic statement to donate 1% of my annual gross revenue to charities focused on social and/or environmental impact. To start, donations will be directed to the YMCA. The Y is a charity close to my heart and is committed to nurturing the potential of children, teens and young adults, promoting healthy living and fostering social responsibility.

Shirley Jones Paley

We work with affluent families and their trusted advisers, using a consultative approach to provide tailored wealth management solutions to protect family legacies and allow for an orderly and tax-efficient transition of wealth for future generations