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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond managing money—we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.

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Meet the team

Tim Hazlett
CFP®, RRC®
Wealth Planner
Nick Cup
CFP®
Supervising Portfolio Manager
William Gilroy
CFP®
Portfolio Manager

Team values

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Client-Centered Approach

Tim Hazlett and his team are unwavering in their fiduciary duty, ensuring every decision prioritizes their clients’ best interests. This dedication forms the foundation of their practice, guided by trust, transparency, and integrity. Clients feel valued and supported through personalized strategies tailored to their goals. By combining expertise with a deep understanding of market dynamics, they deliver solutions that adapt to life’s changes, empowering clients to navigate their financial futures with confidence and peace of mind.

Values-Driven Philosophy

Built on the pillars of trust, integrity, and transparency, their philosophy ensures every interaction is conducted with the utmost ethical standards. Tim’s team goes beyond transactional relationships, creating a financial planning experience rooted in care, accountability, and honesty. By prioritizing personalized service and open communication, they cultivate an environment where clients feel empowered and supported. This commitment fosters long-term partnerships, helping clients achieve their financial goals with confidence and peace of mind.

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Long-Term Relationships

By placing a premium on genuine connection and thoughtful guidance, the team builds partnerships that endure through life’s changes and challenges. Their consistent support inspires confidence, providing a sense of stability and peace of mind for years to come. This personalized approach ensures that every client feels understood, empowered, and equipped to make informed financial decisions at every stage of their journey.

Timeline

March 1993

Tim launched his career in financial services by establishing an insurance planning business, laying the foundation for his commitment to helping clients protect their financial futures.

June 1997

He expanded his practice to include investment services through segregated funds, broadening the range of solutions available to meet clients' growing needs.

March 2000

Tim took another step forward by obtaining his mutual funds license, allowing him to offer a wider array of investment options to support his clients' financial goals.

January 2003–Present

As a Certified Financial Planner (CFP) professional since 2003, Tim has provided comprehensive financial planning services, focusing on helping clients achieve their long-term objectives with tailored, holistic strategies.

Supporting our community

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As a proud member of the Gander Lions Club and a dedicated volunteer with the Gander Fire Department, Tim actively contributes to initiatives that uplift the community and ensure public safety. Whether organizing charitable events, supporting local programs, or responding to emergencies, Tim's commitment to service reflects his deep-rooted belief in giving back. His involvement demonstrates a genuine dedication to making a meaningful difference in the lives of those around him, fostering a stronger, more connected community.

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Tim’s passion for mentoring young athletes shines through in his role as a board member and coach with the Gander Minor Soccer Board, where he fosters teamwork, sportsmanship, and personal growth. His dedication goes beyond the game, as he strives to instill valuable life lessons such as perseverance, respect, and the importance of collaboration. By creating a supportive and encouraging atmosphere, Tim not only helps young players excel in soccer but also empowers them to become well-rounded individuals prepared for challenges in all areas of life. 

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Through his involvement with the Gander Multisportsplex Committee, Tim helps develop recreational infrastructure, ensuring residents have access to high-quality facilities that enrich community life. His work supports the creation of spaces that promote physical activity, foster social connections, and enhance overall well-being. By advocating for accessible and inclusive recreational opportunities, Tim contributes to building a vibrant, active, and healthier community for people of all ages and abilities.