TAKE YOUR LIFE TO THE NEXT LEVEL WITH STRATEGIC FINANCIAL PLANNING
THE POWER IS IN THE PLAN
We’ve been helping people refine their wealth for nearly 20 years, and we know firsthand the power of a detailed, comprehensive plan. We believe that if you know where you are, where you want to go, and how to get there, you can reach your greatest potential in life.
At Refine Wealth Strategies, our mission is to help you achieve clarity about your goals and opportunities so you can confidently attain your best life. We are your go-to financial strategists, here to help you make wise decisions as you grow. When it comes to your finances and your future, you deserve to know you’re in the best possible position—that everything you’ve worked for is protected and primed for maximum opportunity.
refine: verb
re·fine | / ree-FYNE /
To augment, enhance, or polish one’s achievements and future trajectory; to hone financial strategies such that they elicit optimum outcomes.
An award-winning team
Refine Wealth Strategies has been recognized by Forbes as a 2025 Best-in-State Wealth Management Team. Many thanks to our dedicated team and amazing clients. This would not have been possible without you! You can read the article here.
Forbes Best-in-State Wealth Management teams (January 2025), research & ranking provided by Shook® Research, LLC – data as of 3/31/24. Forbes Best-in-State Top Financial Security Professionals list (July 2023), research and ranking provided by Shook Research, LLC. Based upon data as of 12/31/2022. Forbes Best-in-State Top Financial Security Professionals list (July 2022), based upon data as of December 31st of the preceding year. Research and ranking provided by Shook Research. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.