About Wealth Services Alliance®
Candace is a member of Wealth Services Alliance, an organization that was created more than a decade ago to offer comprehensive wealth management services to clients through an alliance of professionals — all working in concert on behalf of the individuals we serve. As an independent representative with Wealth Services Alliance®, Candace offers clients cohesive and coordinated advisory services that include Candace's financial planning guidance along with access to a range of experts in all areas of financial services, including highly customized and discretionary portfolio management, insurance, and tax management. Wealth Services Alliance includes the following independent and experienced companies:
Probity Advisors, Inc.® – an investment management firm employing the latest research and technology to deliver individualized, professionally managed portfolios, as well as corporate retirement planning services. Probity’s highly credentialed and experienced staff complement Candace's planning expertise and helps ensure that clients’ estate and financial planning goals are aligned with their investment goals. Candace's relationship with the founder and president of Probity Advisors, Inc. spans more than 20 years, thus solidifying a foundation of trust that Candace is able to extend to her clients. Her affiliation with Probity and her ongoing communication and access to the portfolio managers ensures her clients’ portfolios remain on track with their life goals and any changes in life circumstances.
Ozanne Financial Services – a holistic financial planning firm offering retirement planning, estate planning, and risk management through life, disability and long-term care insurance, education planning, business continuation and exit strategy, as well as corporate retirement plan design and education.
McKinnon Patten – McKinnon Patten, Certified Public Accountants, is a full-service accounting and business valuation resource with nearly four decades of successful client service.
Every member of Wealth Services Alliance is committed to the highest standards of professional service. We share a commitment to helping clients achieve financial security through the integration of planning, portfolio management, risk management, and tax planning.