Paul A. Wieda CLU, ChFC, AEP, LUTCF

Executive Vice President


Philosophy:
I shall, in light of all conditions surrounding those I serve, make every conscientious effort to understand their needs.  I will then render that service which, in the same circumstances, I would apply to myself.

We have been helping individuals, families and businesses realize their financial goals for 40 years by providing independent, objective advice. We have built a strong reputation in the financial services industry as an innovative business partner, supplying financial guidance to our many clients-each with unique financial needs.

Our unique process brings the art and science of wealth management together through a highly personalized, team-based approach. Ultimately, we pride ourselves on offering all the resources, experiences and convenience necessary to help our clients achieve their personal vision of financial success.

 

Remember:  No one Plans to Fail but many Fail to Plan!

                                     Let us Help!