Benjamin Dreaden

As an Advisor, I bring a fresh, interpersonal approach to goals-based wealth management. Relationships, whether new or ongoing are my passion. I look at every client/family as an opportunity to curate a personalized, tailored experience. Every client is unique, not only in your financial goals but also in your personal aspirations and circumstances. Working with me entails a holistic approach to financial planning. Together, we will build a deeper understanding of your financial health, risk tolerance, time horizon, and personal values. Once we have the details on paper, I will build your Wealth Analysis. This is your financial road map and will be the guide we utilize to pursue your goals. Think of this as a doctor’s appointment. You wouldn’t want treatment without a proper diagnosis. My team and I believe that everyone deserves a financial plan. We will cover areas such as retirement planning, investment management, tax optimization strategies, trust and estate services, custom lending through Bank of America, wealth accumulation and preservation. Your legacy is imperative: we should treat it that way. I recognize that financial goals vary from one client to another. With goals-based wealth management as the focus, I strive to help all my clients define and prioritize their objectives. Whether buying a home, funding education, or planning for retirement; We will work together to develop customized strategies to pursue those goals. I believe all relationships, whether personal or professional, are built on trust, transparency, and integrity. I am dedicated to helping each and every client achieve their financial goals with confidence.