Please join us to celebrate the grand reopening of our newly renovated and expanded Investor Center in the Annapolis Town Center.

Our new local office is a testament to our commitment to providing exceptional financial planning to our valued clients in the greater Annapolis area. The renovation and expansion project aimed to create a more comfortable and collaborative environment for our clients to discuss their financial goals and aspirations with their trusted advisors.

We hope you stop by to say hello, experience our enhanced space, and enjoy hors d’oeuvres, beer, & wine with your Wealth Management Team!