GPS for your money.

Go further with empowered money management.

Our Services

At Wealth & Income Solutions, we practice fee-based financial planning where your agenda leads.

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Retirement Planning

Strategies on saving and maintaining your lifestyle.

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Investment Management

Get a portfolio that fits your timelines, with ongoing monitoring.

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401(k) Management

Let us lead in implementing a retirement plan in your company.

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Executive Benefits

Seek to make the most of your unique compensation structures.

See Personal Finance Services
See Business Services

Our Audience

Pre-Retirees and Retirees

Learn if you have enough, whether you’re headed for retirement or already there. We’ll walk you through smart saving, investing, and withdrawal strategies.

Business Owners

Balance running your company with taking care of yourself and your family. From healthcare and retirement plans to executive benefits and exit planning, we’ll help find a way to make it all fit.

Multi-Generational Families

Provide for future generations. Make an estate plan, explore ways to reduce taxes, gifting strategies, and prepare recipients to use their inheritance.

Educational Classes

Learn more

We teach classes in the community as well as accredited colleges and universities. Attend to find out how to be in control of your retirement.

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Real.
Personable.
Present.

We're here to bring you answers.

Meet Our Team

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Joseph F. Tortis, CFP®, CFBS

CERTIFIED FINANCIAL PLANNER professional™

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C. Greg Crothers, CFP®, CLU®, CLTC

CERTIFIED FINANCIAL PLANNER professional™

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Pamela-Gallagher-headshot

Pamela Gallagher

Business Manager

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Resources

Watch a Market Update

Read Financial Articles

Use Our Financial Calculators

Get on your path.

Schedule a consultation (on us) to see how we can help.

Contact Us