We invite you to discover and experience the power of our services.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up.
It sounds odd, but we strive to make financial planning fun and exciting by really helping you, our client, see your life’s vision, and all that you want to achieve, and then together, creating the strategies to make it happen.
We take a proactive approach, using the most efficient methods available, to monitor progress and make adjustments as necessary, communicating with you ever step of the way.
And, if your goals change, or circumstances change, we re-evaluate. Our mission is to ensure you feel comfortable and in control.
Johanna Frediani
Financial Professional and Insurance Specialist
Leslie Valant, AAMS, CDFA
Wealth Advisor - Leeward Wealth East
Client Centered Focused
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.