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Steven T. Stakley, MBA, AIF® 
We serve successful business owners and affluent clients by helping them implement plans now to help them sleep more confidently.

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"Listen to advice and accept instruction,
that you may gain wisdom for the future.”

- Proverbs 19:20, Revised Standard Version

Welcome.

At first glance you see another financial website with the picture of an ocean and lighthouse trying to show you the way to and through a successful retirement. Yes, the waves indicate obstacles that may throw you off course and the need to recalibrate or review periodically. But I think the following Urban legend humor helps make the point that it is wise to heed good counsel when you do not quite know what is ahead.

One foggy night, a United States Aircraft Carrier was cruising off the coast of Newfoundland and the junior radar operator spotted a light in the gloom. The radar operator worked out that a collision was likely unless the other vessel changed its course. Here is a transcript of what happened next:

U.S. Aircraft Carrier Radar Officer: 'Please divert your course at least 7 degrees to the south to avoid a collision'.
Back came the reply: 'You must be joking, I recommend you divert your course instead'.
As a result the Captain of the Air Craft Carrier sent a second message: 'I believe that I out rank you, and I am giving you a direct order to divert your course now!!!
Back came the reply: 'This is a lighthouse. Your call.’

I would be honored to help you feel more confident about reaching your financial goals in light of the obstacles that may be ahead. Simply contact us below. Your call.

Our services

Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.

Financial planning

Financial
planning1

Asset management

Wealth
management

Estate planning strategies

Estate planning
strategies

Risk Management

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management

Why work with a financial professional

We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.

Client Centered

We are here for you

  • To understand your situation – The most important work we do is getting to know who you are.
  • To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
Client Centered

We work alongside you

  • To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
  • To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
Client Centered

We evolve with you

  • To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
  • To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.

Choosing the right financial professional for your wealth management needs

We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.

The right financial strategy can make all the difference

We are a full-service wealth management firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.

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1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.