Team At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.We can help you address:Investing principles and strategiesRetirement investing and distribution strategiesEstate conservation issuesRisk management analysisWe also can answer your questions, including:Can I retire early?Are my investments working hard enough?What’s a good approach for college savings?What are the elements of a sound estate strategy?Do I have enough life insurance for my family?Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. Eric Roth Wealth Manager (636) 465-0996 [email protected] Eric is the founder and a wealth manager at the firm, where he specializes in income planning and execution. He enjoys helping his clients prepare for retirement and other milestones and often forms friendships with the clients he has... Read more Tracy Henderson Adminstrative Associate (636)638-1050 (636)547-2766 [email protected] Have a Question? Name Email Question Thank you! Oops!