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Sign Blur

Investment Expertise

We understand that every client has unique goals and risk tolerance and we design an investment strategy for those unique circumstances. Our process includes defining goals, assessing risk, developing a strategy, implementing the strategy, and monitoring progress.

Fiduciary Services Group

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Investment Philosophy

The Fiduciary Services Group coordinates its knowledge and expertise to create customized wealth management solutions. We utilize a planning based process to create broadly diversified, globally allocated, low-cost portfolios. Every client has unique goals and objectives, we design wealth management strategies to meet each client's unique situation.

We focus on what is important.​

As comprehensive wealth management advisors, Fiduciary Services Group provides fiduciary consulting, investment management and consulting, strategic and active asset allocation strategies, dynamic allocation programs, risk management, personal financial planning, retirement and college planning, social security maximization, and employer-sponsored retirement plan consulting. We work with individuals and families, small and large businesses, and non-profit organizations to develop the appropriate financial strategies to meet stated goals. As a team, we focus on helping clients and businesses meet their financial goals. Our expertise includes:

Investment Management

Retirement Planning

Charitable Planning

Estate Planning

Employer & Exec. Benefits

Education Funding

Insurance Planning

Wealth Management Process

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White Walls

Who are we?

Greg Headrick

Managing Partner, CCO

Maria Callaghan

Relationship Manager / Lead Financial Planner

Antriksh Kandhari

Portfolio Manager

Alice Boytz

Operations Manager

Thea Westlake

Financial Planner

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