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.