Broker Check

Going the extra mile for clients is never going out of our way

We devote ourselves to providing a consistent and collegial wealth management experience in which our energy and authenticity characterize each interaction. The value we deliver comes from our familiarity with our clients and our ability to explain risks, trade-offs, and what the future may hold.

our process


During our initial meeting, we will learn from you what is important to you.

  • Is leaving an estate a priority?
  • Do you want to travel? 
  • What are your philanthropic goals?
  • Where are you now and where do you see yourself in a few years? 


With the confidential information you share with us, we develop a financial plan that evolves with you over time. This financial plan will be a guide through market cycles. It will remind you during the not-so-good times why and how your portfolio is developed. We actively manage your portfolio using fiduciary principles.


We comprehensively review each financial plan annually to evaluate any necessary changes. We can do this review even more often if needed. Clear communication is a top priority for us. We strive to maintain regular communication with you, adjusting our frequency to align with your preferences.

Meet Our Team

Alec Price

Alec Price C(k)P®, CPFA® & CRC®

Founding Partner, Wealth Manager

Justin Dwyer

Justin Dwyer

Financial Advisor

Ready to get started? We are ready to help.

Contact Us
You Deserve Your Own Financial Strategy

You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? You deserve advice based on your career, life path, and goals. That's why we seek to simplify the complex, while also providing an uncommon level of service.

Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Retirement Accounts When You Change Your Job

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
Learn More
Are Alternative Investments Right for You?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.
Learn More
Suddenly Single: 3 Steps to Take Now

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.
Learn More

Download our free social security e-book!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This e-book has the tools you need to get started developing your Social Security strategy.

We want to hear from you!

Thank you!

Want to be Smarter With Your Money?

Join our mailing list and get news and info to support your financial goals.

Thank you! Oops!