Exciting Changes Ahead!

Founding Partners Adam Finch and Mike Rautiola are expanding their reach while continuing their client-centric approach in new offices.

Adam Finch and his team will now be serving clients through Two Bird Wealth Strategies effective March 31st, 2025.

Mike Rautiola and his team will be available through TrueNorth 42 Wealth effective March 31st, 2025.

Both Adam and Mike are happy to answer any questions about this exciting transition.