Experience

That inspires confidence

Employing a comprehensive, yet focused, approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.

Colleen R. Schuhmann

Vice President–Wealth Management

Chartered Retirement Planning Counselor

Registered States:
  • AL
  • CA
  • CT
  • FL
  • GA
  • HI
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NY
  • PA
  • RI
  • TN
  • TX
  • VA

Education

  • Boston College, Carroll School of Management, B.S. Finance, magna cum laude

Credentials

  • Chartered Retirement Planning Counselor
  • Chartered Special Needs Consultant

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Long-term care planning
Retirement planning
Estate planning strategies
Investing
Women investors
Multi-generational families
Legacy planning
1800 North Military Trail
Suite 300
Boca Raton, FL 33431

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