Charleston, WV
Proudly Serving West Virginia
Charleston, WV
101 Washington St E
Suite 120
Charleston, WV 25301


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Your Charleston, WV Team
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Cindy McGhee
CPA, PFS
Wealth Advisor
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Christopher Erlewine
CFP®, CRPC®
Wealth Advisor
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Chris Willits
CWS
Wealth Advisor
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Greg Smith
Associate Wealth Advisor
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Evan Shamblin
CPA
Associate Wealth Advisor
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Neil DeRuiter
Client Relationship Specialist
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Dianna Lusk
Support Specialist
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Jaggar Deeds
CFP®
Portfolio Trading Strategist
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Jerry Slone
Portfolio Trading Strategist
Dig even deeper.
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Enjoy some of our latest resources
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February 10, 2025
Monthly Investment Commentary: February 2025
When it comes to trends like AI, Focus Partners’ Jason Blackwell shares why the key for investors is to remain discerning, question conventional wisdom, and focus on fundamentals rather than fleeting headlines.
Read the article -
February 03, 2025
You Just Received an Inheritance. Now What?
Losing someone we love is heartbreaking, yet such a storm may also come with a silver lining in the form of an inheritance. This article looks at some ideas for individuals to consider after receiving an inheritance.
Read the article -
January 20, 2025
Reframing Retirement: Focus on Fulfillment
Finding fulfillment in retirement isn’t about simply passing time — it’s about designing a life filled with purpose and connection. Wealth Advisor Adam Yofan shares tips for planning your ideal lifestyle once you’re ready to make this life transition.
Read the article