ABOUT

Nicole LaBrie

Head of People

Nicole LaBrie
Your Wealth Optimized

Our mission:
To deliever a simpler, wealthier life.

We believe that true wealth comes from clarity, not complexity. By combining goals-based planning with proprietary technology that empowers our advisors, we deliver deeper insights and strategies tailored to your exact needs. We simplify your finances to help you live a wealthier life.

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What does your simpler, wealthier life look like?