We offer customized integrated planning solutions that are designed to help you pursue – not just your financial objectives – but your goals for your life. We help you protect and grow your wealth so you can spend more time on what matters most to you– right now and in the future.
Founded by Lisa M. Rossi, CFP®, a financial advisor with more than 30 years of wealth management experience, Symmetry is an advisory boutique that emphasizes individual attention and delivers institutional quality solutions.
We have designed our modern professional practice to focus on each client as an individual person. We listen carefully to you, helping to humanize the often-challenging experience of dealing with financial decisions. We are committed to addressing and solving every aspect of your wealth.
With a focus on the next generation, we help you prepare your legacy to ensure the transfer of your wealth has purpose and impact for your family.
We look to deliver “planning alpha” and serve you as a ”complete family office,” engaged in every financial decision that you need to make. Through our commitment as your fiduciary, we elevate your best interests above everything else.
