9400 Grogans Mill Road, Ste 340
At the heart of Assurance Wealth Management is our people. More than financial advisors, we are big thinkers, passionate strategists, client-focused and detail-driven. We are a team of industry experts that have put together an impressive portfolio of resources focused on a single goal: making your financial dreams your reality.
For over a combined 43 years of experience, our team has put their expertise to work for clients from all walks of life. We have worked with seasoned and first-time investors, small businesses, retirees and high-net worth individuals, helping them create and achieve their personal wealth objectives. This broad range of experience means we are equipped to offer sound financial advice tailored to your unique situation. Whether you are looking for advice for today, tomorrow or decades down the road, we have the people and resources needed to protect and grow your assets.
Our client-focused firm offers a robust portfolio of services under one roof. Our expertise runs deep, spanning wealth management, risk mitigation, financial planning services, retirement planning services and more. All of our services are informed by industry best practices and delivered utilizing the most innovative technology, ensuring that your investments are protected and poised for maximum growth.
To achieve our client-centered mission, we keep our staff small. This means we get to know you better, and you, us. And because of this structure, we are also able to maintain an independence that you won’t find in larger organizations. We are able to avoid the conflicts and negative perceptions that many of our larger industry competitors grapple with. As a small, successful firm, we work for you and work in your best interests, period.
The quality, integrity and independence of our advice coupled with our unwavering commitment to client service sets us apart in a crowded field.
Founder | CEO
Estate Planning Consultant
Customer Service Specialist