NEW CLIENTS

Click on the link below to request an introductory meeting.

SCHEDULE INTRODUCTORY MEETING

EXISTING CLIENTS

Click on one of the links below to schedule a meeting with your financial advisor.

Tim Weller, CFP® Owner Financial Advisor	Adam Casper, AAMS® Co-Owner Financial Advisor	Matt Bennage, RICP® Financial Advisor	Dillon Flaherty Financial Advisor	Daniel Ortiz Financial Advisor
SCHEDULE PHONE MEETING	SCHEDULE BY EMAIL	SCHEDULE BY EMAIL	SCHEDULE BY EMAIL	SCHEDULE BY EMAIL
SCHEDULE VIRTUAL MEETING	SCHEDULE BY PHONE Call 315-524-8000	SCHEDULE BY PHONE Call 315-333-1309	SCHEDULE BY PHONE Call 315-333-1308	SCHEDULE BY PHONE Call 315-333-1314
SCHEDULE OFFICE MEETING