Marion Struss is a leading CERTIFIED FINANCIAL PLANNER® professional who provides unparalleled financial advice, asset management and one-on-one consulting to high net-worth clients. With over 30 years of experience she and her team will earn your business with unique wealth management solutions tailored to your unique circumstances and goals. The core values of Marion’s practice are based on quality, integrity and responsiveness.

A relationship with us means a relationship with a team of established wealth management advisors. With a combination of education and experience and a firm knowledge of the financial industry, we have earned a reputation as leaders in the financial community. When you work with us, you can be confident that our unparalleled understanding of tax, investment and risk management will provide you with a comprehensive plan that is built to achieve your life goals.