By Neil Stalter, CFP®, ChFC®, RICP®, CBEC®, CDFA®, James Baker Jr., CFP® and Allison Oberembt, CFP®
Financial planning is not just about managing money; it’s about building relationships and trust. As a team, we bring a unique, collaborative approach to wealth management. With decades of combined experience, we tailor strategies that grow with you through every stage of life.
A Focus on What Matters Most
We specialize in working with folks who have complex tax and estate concerns, business owners, and people living in and nearing retirement. These groups often face unique challenges, and we are here to guide them with clarity and confidence. Our partnership offers a blend of perspectives—innovative ideas coupled with time-tested expertise—to ensure your goals remain the priority.
Supporting Generational Wealth
One of our strengths is working with families across generations. Whether helping parents prepare for retirement or empowering younger family members to build a strong financial foundation, we create strategies that preserve and grow wealth for years to come. Our diverse team approach allows us to bridge generational gaps and ensure a cohesive, long-term vision.
A Commitment to Excellence
We take pride in our professional credentials and commitment to high standards. As Certified Financial Planner™ professionals, we are fiduciaries, dedicated to acting in your best interest. Neil’s additional designations—including ChFC®, RICP®, CBEC®, and CDFA®—reflect our commitment to staying at the forefront of financial knowledge. These qualifications enable us to address complex financial needs with confidence and skill.
Continuity You Can Count On
One of the greatest advantages of our team is the assurance of long-term partnership. By working closely together, we ensure that your financial relationship is supported by professionals who understand your goals and vision. Our team structure is designed to provide seamless service and continuity, so no matter how your journey evolves, you’ll always have trusted advisors by your side. This forward-thinking approach sets us apart and offers comfort for generations to come.
Real-World Solutions
Here are just a few ways we’ve made an impact:
- Guiding families through business transitions while preserving harmony and minimizing tax burdens.
- Helping pre-retirees pursue financial security by balancing growth and stability.
- Empowering women to confidently take control of their financial futures.
- Strategizing estate plans to mitigate estate tax burdens and facilitate the smooth, tax-efficient transfer of wealth.
Why Choose a Team?
Choosing a good financial advisor is one of the most important decisions you’ll make. Working with a team ensures you benefit from multiple perspectives, enhanced problem-solving, and a broader range of expertise. A strong team offers the flexibility to adapt to life’s changes while always keeping your goals front and center.
Collaborative Resources for Comprehensive Planning
We believe in a collaborative approach to financial planning and often work alongside your existing trusted professionals, such as CPAs and attorneys, to help ensure a cohesive strategy. Additionally, through our partnerships, we have access to estate and tax attorneys and CPAs who can be included in strategy discussions when appropriate. This resourceful approach allows us to address complex considerations thoughtfully and holistically, helping you navigate the various aspects of your financial life with greater confidence.
At the heart of what we do is our shared mission to empower you with the knowledge and tools to make informed decisions. Together, we help you build, protect, and transfer your wealth with confidence and care.
Registered Representatives offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLCS, a registered investment adviser. Cetera is under separate ownership from any other named entity. 900 Prides Crossing, Newark, DE 19713.
Ready to take the next step? We’d love to help you gain clarity and confidence in your financial future. Schedule a complimentary consultation with us today by using our calendar link here. Let’s start the conversation about how we can help you achieve your financial goals with a personalized strategy.
