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Full-Service Planning

Financial Planning

In the event you have a financial windfall, the financial planning process serves as a great starting point in the decisions to be made.

Retirement Planning

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Legacy Planning

Your wealth has meaning. It should be conveyed to your heirs or your favorite causes in a way that expresses your values.

A La Carte Management

Investment Management

It can be a balancing act at times to pursue a return you are happy with while still feeling comfortable with the risk you are taking.

Risk Management

We are professionals and understand how, where and if using insurance as part of your financial planning needs makes sense.

Education. Simplicity. Collaboration.



Lifestyle programs offer exclusive access to educational resources.

What does being wealthy mean to you? For many of us, it's not about a number--it's about the bigger picture--being able to enjoy life with the people who mean the most to us. So, how do you get there? Archer: Wealth & Wellness offers private access to helpful tips, resources, and private wellness events that compliment your financial planning to help you live your best life.

Why Wealth & Wellness?

Long gone are the days when providing for a family was men's work. In fact, over 40% of women are now the breadwinners of their household. Get the financial guidance you crave on your terms with exclusive access to content, calculators, and events designed for women by women. Join the Artemis: Women & Wealth program today to unlock your full potential. 

Why Women & Wealth?

Everyone deserves access to solid, professional investing guidance. Our SmartVestor Pros have earned their positions because of their experience in the industry and their drive to help others. More than a "financial planner", your SmartVestor Pro is someone you can relate to and share your dreams with. 

Connect with SmartVestor

Integrated technology simplifies the process.

The WealthVisionSM platform integrates your financial plan into a robust personal financial website. Its powerful engine can generate comprehensive financial planning analytics. In one convenient and secure location, you will have access to budget tools, reports, educational materials, and storage for personal documents.

Explore WealthVision

Guided Wealth Portfolios (GWP) is an innovative way to invest for your future. The hybrid robo-advisor program generates investment allocations for you using proven diversification techniques and sophisticated algorithms, and uses trading techniques that can help reduce taxes. Your portfolio is monitored daily, keeping it on track as markets move, rebalancing it as needed.

Get Started with GWP

Your dedicated Wealth Advisor partners with you.

Elizabeth Leventis

Elizabeth Leventis

President & Wealth Advisor

Scott Ingold

Scott Ingold

Wealth Advisor

Deena Wilson

Deena Wilson

Wealth Advisor

Your Professional Team helps guide and assist you.

Jason Leventis

Jason Leventis

Managing Partner & Operations Manager

Emily West

Emily West

Communication & Event Coordinator

Carla Insinga

Carla Insinga

Client Service Coordinator

Yasmeen Ward

Yasmeen Ward

Assistant to Deena R. Wilson

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."