Invest with Confidence
Assisting in Wealth Creation and Expansion
Assisting in Wealth Creation and Expansion
Feeling overwhelmed by financial decisions? You're not alone. Our licensed professionals can answer your questions about income protection, investments, retirement, and estate planning, helping you navigate your financial future with confidence.
Knowledge is power, especially when it comes to your financial future. That's why we take an educational approach. We'll work with you to understand your goals, analyze your current portfolio, and recommend an investment strategy that aligns with your risk tolerance. This empowers you to make informed decisions with confidence.
Our team of experienced financial professionals brings diverse expertise together with a shared commitment to ethics and integrity. We're all licensed professionals, dedicated to providing you with the personalized attention and guidance you deserve to navigate your financial future with confidence.
With a passion for helping people, Will brings over 30 years of experience in solution-oriented thinking to Wealth Expansion Builders. After a distinguished career in law enforcement, he transitioned his skills to the financial industry in 2018, becoming an Investment Representative. Will leverages his expertise to craft personalized financial plans that empower clients to achieve their goals. Outside of work, he enjoys reading and spending time with his family.
Catarino, "Cat", developed an interest in the Financial Industry after he and his wife received financial assistance from their own personal Financial Advisor. The impact of the financial advice received, inspired them to pursue a career in the Financial Service Industry. Now, their desire is to impact and inspire others, the same as themselves.
Please contact us if you cannot find an answer to your question.
Financial plans empower you to navigate life's milestones. From your child's education to a comfortable retirement, and even unexpected expenses, a plan keeps you financially prepared.
Your financial future starts with your goals. We'll craft a personalized plan to achieve them, including a tailored retirement/investment strategy and safeguards to protect your income and assets.
We recommend reviewing your financial plan annually, or more frequently for major life changes. While bi-annual reviews are helpful, a yearly check-in ensures your plan stays on track with your evolving goals.
It's never too early or too late to get started on your investment plan. Tell us more about your goals, and we will get you started on a plan to achieve them.
By appointment only.
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