True wealth is about more than money.  Through conversation I will learn about what is important to you, what worries you, what excites you, what brings you joy and peace of mind.  I will strive to empower you to feel free living the life you want while I focus on the details of your financial life.

I provide more than just investment management.  I offer personalized, comprehensive, high-touch wealth management.  I will work hard to give you disciplined advice that is appropriate for your risk tolerance and your current situation.  I will help you plan for the myriad financial challenges and opportunities that present themselves to you over the course of your life and every day.

My promise to you is to always act in your best interest.  My ultimate goal is to create a deep and long-lasting relationship with you.  You will have the comfort of knowing that I am looking out for you and anticipating what will require your attention.

I work primarily with high net-worth individuals and families.  I purposely limit the number of my client relationships so that I can provide uncompromising service and build a high level of trust. I want you to see me as a partner in helping you meet your true wealth potential.

Candise C. Holmlund, CFA, CFP®, TEP, AEP®