Your Time is Precious
It’s our pleasure to do work and research, freeing up your time to focus on what’s most important to you.
Your Security is Priceless
As your fiduciary, our goal is to ensure you sleep well at night, knowing you’ve made optimal decisions.
Your Values are Paramount
Your financial strategies can and should align with your personal values.
A Bespoke Experience
Abundance Wealth Counselors has a rich experience with industry specific services for our clients. Our experienced, specialized staff seek to understand your complete wealth strategy based on your goals and aspirations, optimizing the outcomes for you and those you care about.
Abundance constructs diversified portfolios customized to your specific risk tolerances and changing economic environments
At Abundance, we value the necessity of caring for your family: this generation and the generations to come.
For individuals or groups, we will help you develop a secure plan for your well-deserved retirement.
You are the custodian of your family’s wealth. — Richard DeFluri, CIMC, RFC, AIF®