We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
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How We Help
Contact us today to find out how we can help with your financial needs.
We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
Stephen started Piotte Enterprises in his home office in 1989 primarily as an income tax preparation business. Through an 8 year tour with The National Guard and he continued to prepare income taxes and offer financial advice incidental to tax preparation. In 2012 Piotte Enterprises partnered with H&R Block as a franchisee relationship and Constellation Financial & Wealth Management Services took its first steps away from income tax preparation in order to focus on the growing needs of our wealth management clients. During 2017 Piotte Enterprises, Inc. sold the tax portion of its business and now focuses completely on helping our clients to achieve their financial goals through wealth management. He continues to prepare incomes taxes through H&R Block for returning clients only.
Don't hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.