We are a financial and investment advisory firm with our principal office located in Cleveland, OH that offers financial planning and wealth management. Our services focus on the needs of individuals with planning for non-traditional relationships and transitional life events for professionals, entrepreneurs, entertainers, and those living around the country and traveling abroad. CEO and Founder, Pamela Sandy is a certified financial planner and also the current director of the Financial Planning Association. If you're looking for a trusted financial advisor then call us today at (866) 9-TRUST-1!