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Building Wealth. Together.

Whether you are in retirement, planning for retirement, saving for a child's education, or building your wealth, we are here to help you pursue your goals. With our comprehensive approach and tailored strategies, you can be confident that your financial future is in good hands.


Financial Planning

Discover our custom financial planning packages, tailored to your unique life stages and aspirations. Whether you're starting out, growing wealth, or pursuing advanced strategies, our solutions offer clarity and direction.

Financial Planning Services

Wealth Management

Our expert advisors craft personalized investment strategies to match your needs, risk tolerance, and time horizon. Whether you seek growth, income, or balance, we offer tailored opportunities for financial success.

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Retirement Planning

Prepare for retirement with our curated resources. From investments to lifestyle, our articles and tools offer tailored guidance. Take control of your financial future today.

Navigating Retirement

Who We Are

Step into our realm of personalized wealth management, where I, John Vande Bossche, have dedicated my career to crafting enduring legacies since 2003. Partnering with my wife Mary, we've cultivated a family-centric ethos, augmented by the expertise of our children, Kristen and Patrick. Kristen, a CERTIFIED FINANCIAL PLANNERTM and Retirement Income Certified Professional (RICP®), tailors comprehensive financial plans to suit your unique goals. Meanwhile, Patrick, a Certified Investment Management Analyst (CIMA®), brings a discerning eye for portfolio management to our team. Together, we champion collaborative, bespoke solutions that safeguard and grow your wealth across generations. Embark on this journey where financial planning intersects with family values, ensuring your legacy's longevity.

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Contact Us Today

If you believe you could benefit from working with a financial professional, let’s review your goals to see if you’re a good match for our practice.