Managing your money while you treasure the truly important parts of your life.

 

We bring something special to our client relationships. Combining an experienced and independent office with the depth and stability of a national partner provides us with a comprehensive business approach.

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Our Team

Get better acquainted with us and how we can help you

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Les Consenheim
Les Consenheim, B.A. (Econ.), CIM®, FCSI®
Portfolio Manager, Wealth Manager
Sam Sommer
Sam Sommer, B.B.A.
Investment Funds Advisor
Riley Consenheim
Riley Consenheim, B.B.A.
Client Service Specialist
Heidi Bradley
Heidi Bradley, B.B.A.
Wealth Advisor Associate
Ester Consenheim
Ester Consenheim
Office Manager
Being here and knowing you count for a lot; it enables us to be a trusted partner you can count on. You know the reasons you are working so hard – we want to know them as well. Let us help you plan for all that you want to achieve.

STRUCTURED Process

ANALYTICAL Insights

PERSONALIZED guidance

Healthcare Professionals

Healthcare Professionals

06/08/2018
Helping physicians address their unique needs
Niches
Families & Individuals

Families & Individuals

06/08/2018
A pragmatic approach to wealth management
Niches
Endowments & Foundations

Endowments & Foundations

06/08/2018
Delivering strategic solutions to support and sustain the mission of your foundation
Niches
Corporations

Corporations

06/08/2018
Trusted and comprehensive guidance to support your needs and corporate mission
Niches
Business Owners

Business Owners

06/10/2018
Unique solutions for business owners and entrepreneurs.
Niches
The real pleasure of one's life is the devotion to a great objective of one's consideration.
George Bernard Shaw