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A Wealth Management Team with Your Best Interests in Mind

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A Trusted Team Invested in You

A Trusted Team Invested in You

Creating the financial future you want is not a responsibility to be taken lightly. To make that future a reality, it’s essential you have the right financial partners:

  • A team that is knowledgeable, not only about the markets and financial planning, but about what’s important to you – your values, your relationships, your hopes for the future. 

  • A team that is trusted, who you can count on for smart, forward-looking financial advice.

  • A team that is focused only on you, who understands everything that’s at stake for you and takes your business personally.

We're With You Every Step of the Way

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

Alexander Smith

Alexander J. Smith

Managing Director

Theresa Boyd

Theresa D. Boyd, CRPC®

Director | Financial Advisor

Deanne Soetenga

Deanne M. Soetenga, CFP®

Assistant Vice President | Financial Advisor

Emily Raychel

Emily A.M. Raychel

Assistant Vice President | PWM Team Client Service Lead

Christopher Torres

Christopher M. Torres

Assistant Vice President | Senior Client Specialist

Ashley Wade

Ashley Wade

PWM Intern

Henry Schlenker

Henry Schlenker

Client Specialist

Mary Lee Hope

Mary Lee N. Hope

Client Specialist

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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Investing Starts at Home

Investing Starts at Home

Thinking about a home improvement? Here are a few that could actually pay off when you go to sell your home.
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Navigating Retirement Pitfalls

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgement.
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