Broker Check

Prioritizing our clients'
interests above all else.

Assaf Pinchas

Assaf Pinchas, CFP®

Co-Founder, Wealth Advisor | Vienna, VA

(703) 242-5750

Shawn Williamson

Shawn Williamson, CFP®

Co-Founder, Wealth Advisor | Vienna, VA

(703) 242-5753

Charles Cooke

Charles Cooke, CFP®, CPFA®

Co-Founder, Wealth Advisor | Wilmington, NC

(919) 417-7005

Haley  Tolitsky

Haley Tolitsky, CFP®, CPFA®

Financial Planner & Integrator | Carolina Beach, NC

(703) 272-4188

Brett Thompson

Brett Thompson

Associate Financial Advisor | Vienna, VA

(703) 272-4184

Kay Bragg

Kay Bragg

Registered Sales Assistant | Cool Ridge, WV

(919) 580-3176

Sean Craft

Sean Craft

Client Services Manager | Vienna, VA

(703) 242-3505

Alexis Crittenden

Alexis Crittenden

Administrative Assistant & Compliance Associate | White Plains, NY

(703) 272-4185

Keisha  Franzen

Keisha Franzen

Associate Retirement Plan Specialist | Charlotte Harbor, FL

(703) 272-4183

The strength of our nationwide network of strategic partners

The strength of our nationwide network of strategic partners

As independent financial advisors, we take our role as your advocate seriously. Managing your financial well-being is our priority. To ensure the highest quality of personalized service, we work with your existing and new partners to support every facet of your financial future. Likewise, when you work with our team, you also gain the strength of our nationwide network of wealth management professionals, investment companies, and custodians.