Tara Bruce

schedule a call

We’re excited to meet you, but before we do, we like to schedule a quick 15-minute intro call. By taking a little extra time on the front end, our team of financial advisors can serve you better.

*If you speak Spanish only, we do NOT have a Spanish speaking advisor at this time.
(Si solo habla español, NO tenemos un asesor que hable español en este momento.)

getting started is easy

Get on a call


schedule an intro call

A GIA consultant will listen to your story and answer any questions you have during this free 15 minute intro call.

Meet with an advisor


meet with a CFP® Professional Advisor

One of our advisors will discuss managing your investments and your financial goals in a free consultation.

Join our client family


join our client family

Join our firm for unparalleled customer service and get your personalized strategy and access to all of our services.

please choose a convenient time for you