Are you ready to join the "Black Wealth" movement?

We encompass a complete, holistic, financial planning process when helping you reach your financial goals. More simply, or perhaps more importantly, during our planning process, we look at each of your financial components and everything that affects or could possibly affect your money now and in the future. We believe this is the best approach to ensure we are making the best money moves for where you are currently, and where you’d like to be.


Jamilah N. McCluney
Principal & Financial Strategist

For as long as I can remember, I’ve always wanted to be a doctor.

I went to college and followed the pre-med track and along the way realized I’d be 35 before I was finished my schooling and definitely didn’t want to be that old and just be starting my career.

I was like, I want to be married and have a family and how in the world am I gonna do that if I’m still in school (I wanted to be a cardiothoracic surgeon). Fast forward many years later and 35 has come and gone and I’m not married and have no kids. The irony! LOL


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