Helping you say “yes” to what matters most

Choices instead of limitations.

Confidence instead of insecurity.

Autonomy instead of dependency.

People toasting at table

Do you dream of leaving an impact on the world, and affording those you love the opportunity to do the same?

If you’re like many of our clients, you understand the role money plays in providing your family - your legacy - the freedom of choice and opportunity to achieve remarkable things.

7vine creates wealth strategies for every generation. Our mission is to give you the financial flexibility that deliberate and thorough wealth management provides.

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Here’s How It Works

First, schedule a consultation so we can learn about you, your business, and your goals.

Then, we’ll make clear, concise recommendations to help you achieve those goals.

After, we’ll guide you through deciding which recommendations to implement.

Working with us means you won’t have to rely on others for financial flexibility, at any stage of life. It means you’re choosing freedom, for now and for later.


7Vine Wealth Management & Insurance Services

Jimmy J. Cusimano, CFP®, CLU®, ChFC®, RICP®
Wealth Management Advisor


7Vine Wealth Management & Insurance Services

The Importance of Planning for the Cost of Long-Term Care

This is an important planning consideration that we often cover with clients. Read more here.

What Is Earnest Money When Buying a House?

Earnest money can be a key part of the homebuying process. Here’s what you should know. Read more here.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

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