Welcome!
Here you’ll find a compassionate team of financial experts dedicated to helping—veterans, widows, educators and small business owners—move through life’s shifts and discover a path toward a more stable future.
Our Mission
is to walk with you as we grow, protect, and preserve your wealth.
Helping GROW Your Wealth
With more than 60 years combined service in multiple industries and nearly two decades serving clients’ financial goals, CONSORT is moving forward to partner with our clients in an ever-changing financial landscape.
Helping PROTECT Your Wealth
We provide the best technology while retaining the personal touch of a one-on-one relationship.
Helping PRESERVE Your Wealth
• Comprehensive Financial Planning
• Investment Management
• Life and Health Insurance Needs
• Strategies for Business Owners
• Estate Planning