Check out our latest Market Update! This week, Jim Dunlop shares what investors should be watching as we head into upcoming Federal Reserve announcements over the next few weeks. He also highlights the growing demand for AI infrastructure — from massive data centers to the technology powering them.
Our clients are as unique as their plans, but they tend to share a few things in common:
They’re disciplined savers with $1M+ in investable assets.
They care deeply about family, faith, and making a difference.
They want guidance that simplifies, not overwhelms.
They’re professionals, retirees, business owners, and big-hearted givers across Central PA and beyond.
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Dec 04 2025 Market Update Video
Check out our latest Market Update! This week, Jim Dunlop shares what investors should be watching as we head into upcoming Federal Reserve announcements over the next few weeks. He also highlights the growing demand for AI infrastructure — from massive data centers to the technology powering them.
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The Clients We Serve
Our clients are as unique as their plans, but they tend to share a few things in common:
Ready for a Plan That Reflects the Whole You?