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Critical Transitions Wealth Advisors, the name, was a natural flow that came out of my own transition through a divorce, a healing process and an understanding of how critical it was to make some good decisions early in the process.  Life is about TRANSITIONS, big and small. It may be divorcing, becoming an empty nester, dealing with the death of a loved one or spouse, or retiring. My passion is helping YOU cope with life’s major,  financial shifts by equipping YOU to become more informed and empowered to make sound choices.

We can help you make the tough financial decisions.

I am also happy to announce that I have been given the professional designation of Certified Divorce Financial Analyst®. Critical Transitions Wealth Advisors can now examine and analyze the financial issues of a divorce, providing our clients and their attorneys with data to help strengthen their case.

 

Who We Are

We offer a variety of specialized services designed to pursue your specific goals and needs.

 

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Our Company

We are dedicated to providing investment management and strategic wealth planning to you. Simply put, we strive to be your trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions with the goal of pursuing long-term investment results.

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Our Accreditations

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Independent Advisor Alliance, a registered investment advisor. Critical Transitions Wealth Advisors and Independent Advisor Alliance are separate entities from LPL Financial

The LPL Financial Registered Representatives associates with this site may only discuss and/or transact securities business with residents of the following states: GA, NC, SC.

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