Your choice for Financial Services
Tailored Wealth Management
As your Family CFO we cut through complexities of the financial world, providing solutions to the issues impacting you and your family.
Brokerage Accounts, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, Business Retirement Accounts, Non-Profit Accounts, Bonds, Common Stock, treasury Bills, Government Securities, Treasury Notes, Variable Annuity.
Retirement Plans, Tax Plans, 401(k) Panning, 403(b) Planning, College Plans, Estate Plans, Non-Profit Asset Management, Money Purchasing Plans, Profit Sharing Plan.
Retirement Income Protection
Let's talk about your investment strategies.
Ceres, the Roman Goddess of agriculture, nurturing, and abundance was believed to have taught people how to grow, preserve, and prepare grain, as well as responsible for the fertility of the land.
Our firm’s vision is to reflect the values of Ceres in guiding our clients in the growth, preservation, and preparation of their wealth for the present and future.
Money can do a lot of things, one of the most important is create choices. When you reach your definition of wealth it affords you the freedom to curate your life experience. You have worked hard for the opportunity to write your story. What are the experiences you want to define you? How do you want to be remembered? With money not a concern, who do you want to be?
Ceres is your partner in answering these questions and positioning your wealth to live them. Our mission is to identify obstacles to achieving your vision and implement solutions to empower you, and those you care for, to live it out.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.
Licensed Client Associate