Our Story
Our story began fifteen years ago from a shared joy in detailed planning and genuine client relationships. As Susan likes to say, “things come in through the side window” – unexpected opportunities appear when you maintain clear vision and open minds.
Together, we’ve built more than a practice; we’ve created a partnership that celebrates the details. We laugh together in good times and challenging moments, bringing our enthusiasm for planning to clients who appreciate our approach. When one of us has a client meeting, we can’t wait to tell the other about it – that’s how much we love what we do.
Training Partners in Financial Health
Our collaborative team combines Susan’s pioneering industry experience with Karen’s dedication to execution and service, creating lasting partnerships with clients built on trust, experience, and heartfelt support.
Through our affiliation with &Partners, we have access to robust professional resources while keeping our focus personal. Our partnership with Fidelity provides high-level operations support, allowing us to concentrate on what we love most: genuine client relationships.
Partners in Every Detail
Our mission is simple: serve generations of families with care. We listen first, plan second, and always put relationships before numbers.
The Heart of Our Partnership
When you win, we celebrate like family.
We get as excited about our clients’ successes as they do. When someone pays off their mortgage, we’re ready to celebrate right along with them.
– Karen Shane
The &Partners Advantage
We are proudly partnered with &Partners, a wealth management firm with industry-leading technology, a flexible investment platform and premium service for the sole purpose of helping you realize your financial goals. &Partners is built on the premise that every client has a unique story and distinct financial needs—from wealth building to legacy planning.
&Partners is a dually registered Broker-Dealer and Investment Advisor. It is a wholly owned subsidiary of Ampersand Partners, LLC. The management team of &Partners is a team of seasoned professionals with a long tenure in the advisory services and wealth and asset management industries. &Partners provides:
- A shared philosophical alignment to put your needs at the forefront of everything we do
- Broker-dealer platform from which we deliver services and abide by standard regulatory requirements
- A robust investment and banking platform, including safekeeping services by industry giants like Fidelity
- Strong operational platform to support our work with you from transitioning assets to traditional transactional needs and reporting on through to compliance
- An experienced, on-call investment team to support the growing needs of our clients to customize their solutions
Fidelity
Your money and investments are safely held at Fidelity’s NFS*, one of the industry’s leading providers of safeguarding assets and investments (custody of assets). Our firm, &Partners, and Fidelity all work together to help meet our fiduciary obligations, safekeep your assets and enable excellent service.
Investment and Trading Platform
- Investing
- Trading
- Reporting & Custody
Concierge Services
- Investment and portfolio strategies
- Financial planning
Business Support Services
- Compliance
- Operations
- Service support
- Marketing
Technology Platform
- Business technology
- FinTech solutions (planning, tax, other tools)
*Fidelity Investments (Fidelity) through its broker-dealer National Financial Services LLC (NFS) is our primary custodian where your assets are held for safekeeping
