Who We Are
Our Team
With our combined years of industry experience, we strive to provide excellent service as we guide our clients through the phases of investing: wealth accumulation, wealth preservation, and wealth distribution. Learn more about our team below.
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Awards

AdvisorHub Advisors to Watch 2025
Kurt Uzbay Named to AdvisorHub's 2025 Advisors to Watch list.

Forbes Best-in-State Wealth Advisors 2025
Kurt Uzbay Named to Forbes 2025 Best-in-State Wealth Advisors list.

AdvisorHub Advisors to Watch 2024
Kurt Uzbay Named to AdvisorHub's 2024 Advisors to Watch list.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.