Biography:
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, 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.
Vision Statement:
We do the right thing, for our clients, our firm, and ourselves.
