Experience

Makes all the difference

Favoring a comprehensive, personalized approach with our clients, our team provides customized investment advice designed to help you and your family reach your financial needs and goals. We take an in-depth approach to your financial life – taking into account your entire asset and liability picture. By taking a comprehensive approach as early as possible, we believe we can help you pursue your financial goals more effectively. Working together we can design a flexible wealth management plan appropriate for you and your family. We also advise non-profits and businesses on investment matters.

Neil Callahan

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • MT
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • RI
  • SC
  • TN
  • VA
  • VT
38 Eastwood Drive
Suite 400
South Burlington, VT 05403

Email Me

John Polanshek, Jr.

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • MT
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • RI
  • SC
  • TN
  • VA
  • VT
38 Eastwood Drive
Suite 400
South Burlington, VT 05403

Email Me