Founder, Financial Planner
Wealth manager providing comprehensive financial planning and investment management to high net worth individuals, families, and business owners to achieve their long-term financial goals.
Nicholas Gyeszat, CFP®, CIMA®
Managing Director, Financial Planner
He empowers Gen X / Gen Y professionals and entrepreneurs to confidently manage their finances and achieve long-term financial success through personalized financial planning strategies.
Retirement income strategist assisting pre-retirees and retirees in creating a sustainable income stream to support a comfortable retirement, via comprehensive financial planning, social security optimization and income generating strategies.
Director of Operations
Director of Marketing and Events
Client Relations Manager
Relationship Manager, Trader
Head Trader and Senior Database Administrator