Helping You Achieve Your Goals and Dreams

Welcome. Our mission is to assist our clients through the transitions that occur in their lives.  We can help you gain peace of mind and achieve your dreams for the future, whether it's a fullfilling retirement, reducing income tax, making your mortgage tax deductible, running a business, sending children to college, achieving a lifelong ambition, or leaving a legacy to your loved ones or a cherished cause.

Managing your wealth can be complex and time-consuming. As your Personal CFO, we simplify your life by addressing all aspects of your family's plan: cashflow management, debt consolidation, paying off your mortgage, retirement income, insurance, minimizing income tax and estate planning. Supported by a team of professionals we help you make the right decisions about your wealth, and help you build the future you desire.

There are many areas for you to browse on our website.  We suggest you start with the testimonials (top of this page).  Then explore the other areas to understand our values and how we may serve you.  Please contact Bessie at 1-877-494-7744 or bdelorenzo@assante.com to arrange a confidential consultation.