Wesley Thomas Choate

Our Mission

Our firm is dedicated to empowering our clients and community to pursue financial security through education. It is our honor to offer assistance, and we aim to foster long-lasting relationships built on trust and confidence through financial enlightenment.

Our Philosophy

Our philosophy is centered around the idea of helping you balance the delicacy of living for today while saving for tomorrow. We use strategic and efficient techniques to bring you clarity and vision to your financial planning. Our comprehensive planning process utilizes a balanced approach to target, assess, and address your risk management and wealth accumulation needs. We do this by diversifying your dollars from three major standpoints: Market Risk, Taxes, and Liquidity. Diversification with this strategy will ensure that you are prepared and adequately positioned with your dollars in the right place at the right time. Throughout our comprehensive planning, we strive to educate our clients in all areas of their plans to leave them with a clear picture of their present and future. Our legacy and inter-generational plans help to leave you feeling secure by addressing your family’s subsequent generational needs and goals as well as your current ones. We are here for you and your family for years to come!