Retirement doesn't have to be scary.

We're by your side.

We're a dedicated team of wealth management specialists with over 50 years' combined experience. We've seen up markets, down markets and everything in between.

We're also just ordinary people, living and working in Charlotte County. We don't think of ourselves as number crunchers; we're in the helping business. We love what we do, and who we do it for.

Douglas Young, CRPC® | Senior Financial Advisor

Douglas is a Chartered Retirement Planning Counselor, and has been offering financial advice and wealth management services in Charlotte County for over 20 years.

My favorite hangout: "JD's Bistro has a great jazz trio. Love a delicious Pinot Noir with the Duck Breast. Save room for dessert!"

When I was a kid… "I wanted to be a scientist. I was always in trouble for taking some electrical appliance apart or trying to build a laser from fluorescent tubes. It's a wonder that I didn’t burn the house down!"

Stephen Wierhake, CFP® | Senior Financial Advisor

Stephen has been awarded the CERTIFIED FINANCIAL PLANNER™ designation as well as the Chartered Retirement Planning Counselor designation. Stephen has worked in investment services for over 25 years and has been a Charlotte County resident since 1981.

My other passion: "I love creating art - it's a hobby I've pursued for several years. Drawing, pastels and watercolor painting let me exercise my brain in very different ways that the world of finance. It's fun and healthy."

My favorite quote: "I chose it to be on the invitations for my wedding. Wolfgang von Goethe wrote, 'In all things we learn only from those we love'."

Karen Quinn | Client Relations Manager

Karen Quinn

Get in touch with Karen

941-206-8500

Contact Karen

Clients rely on Karen to keep them informed, answering their questions and always being available to communicate new or ongoing situations. Karen’s also leads the marketing efforts and client events at the firm.

My secret talent: "I played violin all the way through college. Now it sits on the top shelf in my closet..."

My wonderful pet: "Murphy, our black lab mix, swims in our pool. In fact, he spends more time in it than we do!"