We are proud to have fostered a culture that values teamwork, collaboration, and integrity. Each of our clients is supported by a three-person advisory team, including a CFP, a Tax Professional, and an attorney*. To us – credentials matter! It’s our commitment to our clients and the profession. Our team is comprised of financial professionals who have earned various degrees and highly regarded designations.
Note: Vasil and Ahmed are contract professionals and not W-2 employees. Attorneys are prenegotiated to $200 per consultation, however, aren’t employees either. These are attorneys who are provided by Progress Wealth through wealth.com to answer the legal questions of its clients. Our payment of their fees is decided on a case-by-case basis.