Defining success for your family is the first step to achieving your short-, medium- and long-term financial goal. Realizing that money and emotions go hand-in-hand is next.
If you’re looking for a partner to help you navigate the important financial decisions that help families thrive for generations, we’re here for you. Determining how to balance your family’s financial wellbeing and tolerance for risk is crucial to long-term success.
Our collaborative approach lets you focus on the big picture, joyful milestones and family experiences, while we pay constant attention to the day-to-day stresses. Setting goals and continually revisiting them moves us forward along the path, together.
To support your journey, we can use all available financial instruments. This may include careful selection from a vast array of independent investment vehicles.
By facilitating multigenerational communication in combination with independent advice, we provide you with the knowledge and action plan to help achieve financial longevity.
After 51 years in financial services, Jerry retired at the end of 2018. As founder of the Israelite Group he remains deeply attached to the team and continues to care for the wellbeing of his clients. Although he no longer provides advice, he supports the group as a mentor.
DAN ISRAELITE
2 Years
2023, 2022
Best in State Wealth Advisor
Forbes Shook Research
11 Years
2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2012
Five Star Wealth Manager
Five Star Professional
CHRISTOPHER PRINCE, CFP®
3 Years
2023, 2022, 2021
Five Star Wealth Manager
Five Star Professional
