Business Details
40 Years
experience
Your Trusted Partner for Financial Advising Solutions
Since 1986, we have dedicated ourselves to creating lifetime success for our clients through personalized wealth management solutions. As fiduciaries, we prioritize your financial well-being by aligning investment strategies with your values, priorities, and life goals. Our team combines decades of experience with a commitment to transparency, operating under a fee-based structure that ensures clarity and trust. We pride ourselves on maintaining a client-first approach, fostering long-term relationships through tailored advice and a focus on both the big picture and intricate details of financial planning.Our CEFEX-certified processes and institutional custodial safeguards reflect our dedication to industry-leading standards. By embracing continuous learning and improvement, we ensure our clients receive forward-thinking strategies while maintaining a balanced, collaborative approach to achieving financial security.
Services
Wealth Management
Strategic Investing
Retirement Planning
Estate Planning
Philanthropy
Education Funding
Tax Efficiency Planning
Business Succession
Details
- Year established: 1986
Highlights and features
- Since 1986, we have managed clients' financial health with personalized strategies
- Fiduciary standard always places your interests first
- Fee-based pricing ensures transparent, straightforward costs
- Independent research drives tailored investment recommendations
- CEFEX-certified processes guarantee industry-leading service quality
Associations and certifications
- CEFEX
Services
Wealth Management
Our holistic wealth management approach coordinates all aspects of your financial life, creating customized strategies for retirement, legacy planning, and tax efficiency. We collaborate with your financial team to ensure comprehensive solutions that adapt to evolving life circumstances while maintaining fiduciary standards.
Strategic Investing
We implement active investment strategies focused on quality assets at reasonable prices, incorporating risk management and economic cycle analysis. Our independent research identifies opportunities across market capitalizations and fixed income securities to build diversified, goal-aligned portfolios with institutional safeguards.
Retirement Planning
We develop personalized retirement plans that balance current lifestyle needs with long-term security. Our approach integrates tax-efficient withdrawal strategies, income generation, and legacy considerations to create sustainable financial independence aligned with your vision for post-career life.
Estate Planning
Our estate planning services coordinate with legal professionals to create seamless wealth transfer strategies. We focus on minimizing tax liabilities, preserving family assets, and implementing charitable giving frameworks that reflect your values while ensuring legal and financial protections.
Tax Efficiency Planning
We optimize tax outcomes through strategic investment selection, timing of capital gains, and coordinated planning with accounting professionals. Our approach emphasizes long-term tax reduction while maintaining investment objectives and regulatory compliance across changing tax environments.
People
Peet Moseley
Principal, CEO
Certified Financial Planner with over 30 years of experience guiding clients through complex financial decisions, specializing in retirement strategies and wealth preservation.
Steve Richter
Principal, CIO
Chartered Financial Analyst with expertise in investment research and portfolio management, developing strategic asset allocation frameworks for institutional and individual clients.
Charlie Mahar
Principal, Chairman
Seasoned financial services leader with decades of experience in fiduciary management and corporate governance, ensuring adherence to highest industry standards.
John Zevnick
Principal, Wealth Management Advisor
Wealth management specialist with focus on customized financial planning, helping clients achieve multi-generational wealth transfer objectives through strategic investment solutions.
George Duke Hust
Founder
Visionary founder who established the firm's client-first philosophy in 1986, creating enduring principles of fiduciary responsibility and personalized financial stewardship.
Questions
What services do you offer?
We provide comprehensive wealth management, strategic investing, retirement planning, estate planning, tax efficiency strategies, and philanthropy guidance tailored to individual client needs.
Are you a fiduciary?
Yes, we operate under the fiduciary standard, legally obligated to always act in your best interests with transparent, conflict-free advice.
How are you compensated?
We use a simple fee-based structure as a percentage of assets managed, ensuring full transparency with no hidden costs or commissions.
What makes you different?
Our client-first approach combines CEFEX-certified processes, institutional safeguards, and personalized attention while maintaining independence from product providers.
Do you work with out-of-state clients?
Yes, our services are available to clients nationwide through secure digital platforms and personalized communication channels.
How do you handle investment risk?
We employ active risk management through diversified portfolios, quality investments at reasonable prices, and ongoing strategy adjustments to market conditions.
