Local Advisors with Innovative Resources

We help build, manage, preserve and transition wealth for business owners, farmers, high net worth families and investors at or near retirement.

  • Investment & Portfolio Management
  • Business Succession Planning
  • Corporate Retirement Plans
  • Family Partnerships
  • Charitiable Planning
  • Access to Lending Services through our Affiliates
  • IRAs & IRA Rollovers
  • Estate & Elder Services
  • Education Funding
  • Trustee Services
  • Insurance Solutions

 


 

OUR SERVICES

See how we may serve you today

 

What Our Advisory Fee Provides You

Our focus is on providing fee-based financial advisory services. There are no commissions charged on advisory accounts. Instead, based upon the assets under management, an advisory fee is charged.

Pre-Retirees and Retirees

Our holistic approach to wealth management is an excellent fit for many people who value a one-stop approach when pursuing their financial goals.

What a CFP® can do for you

A CERTIFIED FINANCIAL PLANNER™ professional at LPL works with you to develop a strategy tailored to your needs using a variety of products and services.

 


 

OUR FOUNDERS

 

Kenneth F. Levy, CFP®

Wealth Manager, Executive Member

Ken began his career in financial advisory services in 1984, and is aC ERTIFIED FINANCIAL PLANNER™ professional.

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Corey N. Daniel

Wealth Manager, Executive Member

Corey was born and raised in the San Francisco Bay Area. He graduated from the California Polytechnic State University in San Luis Obispo with a bachelor’s of science degree in Industrial Technology and a Minor in Consumer Packaging

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Dudley McGee

Wealth Manager, Executive Member

Dudley grew up in Stockton, graduating from Stagg High School with the 22nd highest GPA out of a class of over 700 graduates.

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Looking to learn more?

Get in touch today

Contact Us

Latest Blog Posts

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new employer. In some cases, that employer will also offer matching contribution funds up to a certain percentage. While it sounds like a no-brainer to take advantage of these benefits early,many younger employees...
Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare benefits change from year to year, and 2021 is bringing an increase in premiums for participants. The good news is, there are other ways to save on Medicare costs. Here’s what you...
Corey Daniel |
Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d like to take advantage of the ease of stock trading with the diversification of mutual funds, exchange-traded funds (ETFs) can potentially give you the best of both worlds. Here are some key things to know...