Broker Check
Protecting Wealth, Empowering Your Future It's More Than Wealth, It's Your Legacy Partnerships for Life High Standards for Service and Ethics

Your Financial Future

Bryan Cogliano and Frank Hanna have created a group that believes in a holistic approach to financial planning: planning is a personal journey that requires high standards for service and ethics, mutual respect, understanding, and trust. Our business is structured in a way that promotes this kind of interaction between us and our clients. Our goal is to help you gain a sense of security by adding value to our clients lives through conscientious stewardship.  We understand how important our work is to our clients, and we consider their trust a great privilege. As advisors, we are able to deliver highly customized service that focuses our expertise on each client's unique set of needs, priorities, and objectives.

With a primary focus on comprehensive financial planning, we seperate ourselves from our competitors in the areas of estate planning, tax minimization strategies, business succession design and wealth/risk management. As professionals dedicated to helping you build and preserve prosperity, we offer prudent judgement and recommendations based on research, fundamental analysis and years of experience. We stand with our clients every step of the way and ensure that every one of them will be nurtured and supported with vast resources and knowledge that will build trusting relationships for generations to come.

About Us

We provide custom estate, business succession and executive benefit presentations simplifying an array of options for your needs.

Learn more

Services

We function to bring enhanced services to you. All decisions regarding the process are made by you while working with your existing team.

Learn more

Our Difference

We have created a firm that provides an opportunity to support clients with high standards for service and ethics, a group you can trust.

Learn more

Helpful Content

A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Should You Ever Retire?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.