1601 Frederica Street
The financial and estate planning landscape is constantly changing. The rules regarding how to best create and ultimately protect wealth are becoming increasingly complex.
Our firms have joined forces to provide answers to clients whether they are building an estate or planning for the orderly distribution of their life's work.
We formed Ashley-Worth, LLC as an investment advisory firm to help our clients accumulate wealth. Cindi brings over twenty-five years of financial services experience to the firm both as an investment advisor representative and through estate planning strategies. She has assembled an experienced team that has more than forty-five years in the industry.
Marc's firm focuses primarily on risk planning and how best to protect executives, professionals, and business owners from the financial devastation that may accompany a death or long term disability. His firm also has a strong presence in the Employee Benefit arena.
The rules may be changing and complex, but the solutions are simple. Let us help you to define your legacy.