Pam DumonceauMANAGING DIRECTOR
Pam's mission is to discern your unique values, so our financial recommendations are consistent with your values, and your choices are completely fulfilling!
Since 1983, Pam has been helping clients reach their goals through sound financial planning. She uses her practical experience to help people with their financial decisions and thrives on improving fulfillment with their finances. Pam specializes in Personalized Retirement Planning, Investment and Targeted Tax Strategies. Over the years, Pam has made empowering people in their financial success a specific priority.
Pam specializes in putting your money where your values are. Her team provides comprehensive coordination of all of your Financial Affairs: Portfolio Management, Tax Strategy, Retirement Income/Distribution, Family Wealth Panning, Protection, Regular Communication with you!
Pam is a 9 - Time Invitee of the Barron's Winner Circle of Top Independent Advisors: 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019.
*Barron listing is not indicative of investment performance.
Registered Representative of and offering securities through Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Cetera is under separate ownership from any other named entity.