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Meet the Team

At our firm, we have the client—and only the client—in mind.

Our vision is to help people have a life well lived where they can savor every moment. To reach this, we guide our clients toward financial confidence, giving them the freedom of choice. As we serve the families and individuals who walk through our doors, we strive to be a passionate and supportive lifeline for them in whatever they are going through. Honesty and generosity direct and fuel us in our mission, putting people first and prioritizing our relationships.


Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Rose Galeano-Phillips

Rose Galeano-Phillips

Certified Financial Planner™

Founder

484-214-7673

484-214-7671

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

We have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.