About Us

Eric Lawton


President – Wealth Manager

My name is Eric Lawton. I am a financial advisor, planner and educator.

For over 20 years I have been helping hard working families, business owners and non-profit organizations navigate an increasingly complex financial landscape. With a focus on wealth management, I provide experience on issues as diverse as private banking, portfolio design, insurance and risk management, and estate and tax planning.

Clients are provided with advice that is delivered from a deep rooted perspective of independence — One that strives to be objective and professional.

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Your Team

Consists of an ever growing select group of outside professionals ranging from attorneys, accountants, insurance specialists, business valuation specialists, liability managers and others tailored specifically to each clients unique needs.



Financial Advisor

If you ‘re an advisor looking for a firm that will help to make a positive impact on you and your clients, let’s set up a time to talk.

Client Associate

If you are looking to join a growing team to help make a positive impact every day, click here to set up a time to talk.

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