My Advisor & Planner

My Advisor & Planner (MAP) is a private wealth management firm that works to help assure lifestyle and legacy for the affluent client and their family. Our team takes a planning approach and customizes investment and insurance solutions as we collaborate with attorneys and accountants in an effort to best serve. We are an independent, privately-held firm which allows for an uncluttered focus on you, the client. MAP is also part of a privately-held consortium that has been serving high net worth clients for over forty years.