Your partner in personalized, full-service wealth management

With nearly 20 years of experience, Prasoon works alongside business owners to help them turn professional success into lasting financial confidence. He understands the realities of running a business and takes a practical, straightforward approach to financial planning, avoiding unnecessary jargon and focusing on strategies that are clear, relevant, and actionable.

Prasoon supports clients with tax-efficient planning, personalized investment strategies, and thoughtful business succession planning. He believes strong financial decisions should support not only today’s goals, but also the long-term legacy business owners want to build for their families, teams, and communities. Above all, he values trusted relationships and works closely with clients to ensure their financial strategy evolves as their business and life do.

Ryan Moroney is a Portfolio Manager at Optimize who helps clients align their investments with long-term goals. He believes portfolio management is more than asset allocation — it’s about providing steady guidance, clear communication, and high-quality support through each financial decision.

Problem-solving has always come naturally to Ryan. It’s what drew him to financial services. He finds purpose in tackling complex challenges and designing personalized strategies with advisors, while witnessing clients gain clarity and confidence along the way. 

When he’s not working, Ryan recharges by travelling and attending live music events. These experiences help him maintain a balanced life full of diverse perspectives.