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Meet Your Team

Based on a foundation of integrity and trust, our team of experienced financial advisors, legacy planners, and business strategists offer personalized advice and expansive resources.

Our Team
Stewart Weissman Headshot, Click for bio

Stewart J. Weissman

Wealth Manager

Integrated Partners Team

Liz Cave Headshot, Click for bio

Liz Cave

Operations Specialist 

Brian Lavoie Headshot, Click for bio

Brian Lavoie

Director of Business Development & Relationship Management 

Dylan Porto Headshot, Click for bio

Dylan Porto
Senior Accountant 

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