Financial Services 

    Defiant navigates your financial planning, estate planning, and wealth management with you. As pathfinding partners, we approach your financial well-being systematically, comprehensively, and regularly. Utilizing our proprietary Life Planning Pathway™, we uncover the potential opportunities or detours you may face along your journey.

    Our wide-­ranging view of investment resources provides stable ground for viewing, acquiring, and assessing opportunity and pivoting when it is to your advantage. Maintain and grow your wealth with us.

    Call today: (440) 385-0208

    Contact Us