The 611 Group intends to provide complete financial planning in a relaxed, warm and inviting environment, to clients who are engaged in our process and value our partnership.
With a voice that is calm, caring and keeps things simple, we help our clients feel on course and not alone and aim to provide them with focused confidence about their future through a process called The Advantage FORMula.
We are a wealth management firm primarily for a select group of successful families and top-of-their-field professionals who find themselves nearing or already enjoying retirement. Many of our Ideal Clients, among other things, aspire to a work-optional lifestyle.
Our goal is to take all the pieces of your financial puzzle and put them in place. To do so, we utilize The Advantage FORMula, which is designed to continually adjust and monitor your critical life and financial events to keep your plan on track.
Director of Client Experience
Director of Operations
President & Advisor
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