Professional, courteous, and independent on your behalf.
We realize in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved in personalized service and responsiveness.
Take a look at our profiles below to learn more about our advisor’s and staff professional experience, then when we meet you can get to know us.
Michael Wittenberg has always believed the real focus in his professional life is making a difference in the lives of others. His career reflects that philosophy.Mike started service in VISTA, the domestic Peace Corps in North Carolina...