From Dreams • To Clarity • To Confidence
We are dedicated to working collaboratively with you in taking a proactive approach to meet your personal financial goals. Most importantly, we hope you find value in working with us to make sound decisions, and to gain a better understanding of investing, retirement saving, estate planning and wealth preservation.
William P. Shoaf Jr.
- CFP
- Chief Executive Officer
- Senior Financial Advisor
With over 26 years of experience, Bill, a CERTIFIED FINANCIAL PLANNER™ and former U.S. Marine, has dedicated his career to assisting clients in achieving their financial goals. Combining military discipline with financial expertise, Bill brings a unique perspective to wealth management, ensuring clients navigate complexities of finance with precision and dedication. Originally from Fairfield, CT, Bill shares a fulfilling life with wife Marie and their two children, Jake and Zack. Beyond the world of finance, Bill enjoys exploring new destinations, maintaining intricate saltwater reef tanks, and engaging in the discipline of Muay Thai as hobbies. 
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Working with Us
We’ll provide the advice and guidance you need to focus on your short- and long-term goals while navigating life’s financial opportunities and turning points. Once we’ve helped you explore your goals, we’ll create an investment plan together to help support them.
We believe your investment strategy should support and sustain your long-term financial future. Drawing on industry-leading investment choices and research, we’ll help you align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate planning approach that goes way beyond simply aiming for returns and hoping for success. Here’s what you can expect from us:
Of course, life often includes unexpected twists and turns. If your goals or financial needs change, simply let us know. We’ll talk through any necessary adjustments to your strategy.
Put your future into focus today. Contact us to get started on a personalized investment plan.
What to Expect
We believe your investment strategy should support and sustain your long-term financial future. Drawing on industry-leading investment choices and research, we’ll help you align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate planning approach that goes way beyond simply aiming for returns and hoping for success. Here’s what you can expect from us:- Time – to get to know you and what matters most to you and your loved ones
- A personalized investment plan tailored to your unique life goals
- Scheduled reviews with you to help ensure you’re on track to meet your objectives and risk tolerance
- Holistic, big-picture advice throughout your financial journey
Of course, life often includes unexpected twists and turns. If your goals or financial needs change, simply let us know. We’ll talk through any necessary adjustments to your strategy.
Put your future into focus today. Contact us to get started on a personalized investment plan.
