Your Journey

Every great plan starts somewhere. Find out how we use the Financial DNA process to customize a financial strategy specifically for you.

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What We Do

In everything we offer at Performance Wealth, it all comes back to you.

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Our Passion

Commitment to our clients is our first priority. We go beyond the numbers to discover what you want most out of life, and help you find the best way to get there.

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Our Services

We believe in truly comprehensive financial planning. Learn more about the extensive range of services we offer to help you tackle life’s most difficult challenges.

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Our Philosophy

Never Quit: It’s what we believe and how we operate.

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Our People

Meet the team who will work tirelessly to help you pursue your highest goals.

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Securities offered through LPL Financial, member of FINRA/SIPC. Investment advice offered through Independent Financial Partners (IFP) dba Performance Wealth, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Florida, Virginia, Georgia, and South Carolina.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.