Thomas Courtright MBA, CFP®, APMA®, CRPC®, AWMA®
Senior VP, Private Wealth Advisor
Where Are You on Life's Financial Journey?
Financial goals look different for everyone throughout their life:
- Retire early (or never retire at all)
- Shield your kids/grandkids from student debt while teaching responsibility
- Spend freely in retirement or leave a meaningful legacy
There's no "right" path - only your path. The real question is: How do you get there with confidence?
That's where I come in. As a CFP® professional with over 20 years guiding clients through market ups and downs, I start by listening to your story. Then I build a tailored plan that aligns your goals, risk tolerance, taxes, and legacy wishes.
Clients come to me when they want more than generic advice - they want a valued partner who helps them make complex decisions simple.
Discover Free Tools & Insights Tailored to You
Please take your time and explore my site at your own pace - I've put together a collection of short, practical resources to help answer the questions on your mind and give you more clarity about your financial future. Whether you're curious about Social Security timing, wondering how to protect your legacy through smart beneficiary choices, thinking about tax-smart strategies, or just want to run some "what-if" numbers, these free tools are here for you - no login, no commitment, just helpful information.