Our Origin
Born from a vision of our Founder and Co-Founders, our team is founded on the principles of integrity, commitment, and familial trust. Our name speaks to a sense of continuity, of enduring strength of relationships and unwavering resilience – as well as the ever-changing nature of your personal financial landscape.
Our Team
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Bob Schmidt
Founder – Managing Director
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Katie Tacinelli, CDFA®
Co-Founder – Director Of Investments
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Nick Schmidt
Co-Founder – Wealth Consultant
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Jenny Bell
Senior Client Relationship Manager
Our Mission
To deliver personalized wealth management services that safeguard and aim to help your wealth across generations.
Our Core Values
Commitment
Unwavering dedication to our clients’ lifelong financial success.
Excellence
A relentless pursuit of superior service and results.
Humility
Keeping our clients’ interests at the forefront of every decision.
Integrity
Conducting every action with the highest ethical standards.
Legacy
Building lasting relationships and financial foundations that span generations.
Our Partnerships
We have partnered with &Partners, a dually registered Broker-Dealer and Investment Advisor, for a platform built around putting client needs first. Your investments are held for safekeeping at Fidelity, through its broker-dealer National Financial Services LLC, one of the most established custodians in the country. Together, our practice, &Partners, and Fidelity work to help meet our fiduciary obligations and safeguard what you have built.
