We're heading into fall in celebratory fashion. Today, September 2nd, 2026, marks our wealth management and financial planning arm's 37th birthday!
37 years of helping clients work toward their financial goals, and we couldn't be more grateful for the families, businesses, and individuals who've trusted us along the way.
Back in 1989, Paul Vladem launched the wealth management division of our firm, which would grow into the foundation of who we are today. The firm as a whole opened its doors in 1972, which means this year we're also celebrating 54 years as a firm overall. Thirty-seven of those years have been spent guiding clients through every kind of market, milestone, and life decision imaginable.
A lot has changed since 1989. What hasn't changed is the reason we started: helping people build a plan they can actually stick with, and helping the next generation carry that plan forward.
Today, that mission looks like a team of 30+ professionals managing client relationships across wealth management, corporate retirement, group health insurance, advanced planning, and sports & entertainment services. It looks like second-generation ownership carrying the firm forward. And it looks like the same commitment to our clients that's been here since day one.
To everyone who has been part of this journey, whether you've been with us since the early days or joined us more recently, thank you. We look forward to continuing this journey with you for many years to come.
Here's to 37 years, and many more ahead.