A more assured financial future

Strategically focus on the road ahead with planning support, investment advice and retirement benefit plans for individuals, families and businesses.

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Personal Wealth Management

Experience all aspects of financial support, from investment management to planning and goal setting.

Corporate Retirement Plans

Seamless implementation and ongoing support for employers and employees alike.

Expert solutions, personalized plans and ongoing support

Professional solutions

Our holistic approach to your finances is informed by our decades of experience.

Personalized plans

We get to know you and your goals before creating a custom plan.

Ongoing support

We’re committed to being there with you along the way, no matter the situation.

Defining your financial objectives

We work with you to build an investment portfolio based on your specific lifestyle, financial situation, and goals. Together we create a clear and attainable path forward and help you navigate any unusual or complicated situations.

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Chad Gutner

CFP®, AIF®

Managing Partner

Sarah M. Newell

CFP®

Advisor

Kevin A. Cotton

CFP®

Advisor

Stephanie Gallegos

Retirement Plan Advisor

Nicholas Follett

Director of Research

Tiffany Owen

Director of Operations

David Bettendorf

Client Services Associate

Chad Gutner
CFP®, AIF®

Founder

Kevin A. Cotton
CFP®

Advisor

Stephanie Gallegos

Retirement Plan Advisor

Maria Brandao

Office Manager

Nicholas Follett

Director of Research

Tiffany Owen

Director of Client Services

Meet our team  >

Let's get started

Improve your financial well-being and find the 401k retirement benefits plan that suits you.

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