Our Team
Co-Founders & Managing Partners: Brad Wright, CFP® and Jasmine Gautam
In addition to providing full service financial planning, we guide our clients in building their knowledge, in order for them to become financially independent and empowered to live the lives they choose. We are actively involved within our communities to help them grow sustainable and thrive. As financial advisors, we educate, advocate, and collaborate with individuals and both public and private organizations.
Member Of
