Our goal is to provide you with overall financial advice that will allow you to create wealth for generations to come. We offer a full range of professional services, in a small firm setting that allows us to provide you with the attention that you deserve. We will collaborate with you to tailor our advice based on your specific needs and personal situation.


  • Tax Planning & Preparation *
  • IRS Representation *


Securities and advisory services offered through LPL Financial, a registered investment advisor.  Member FINRA / SIPC.  The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are licensed.  No offers may be made or accepted from any resident of any other state.

* LPL Financial and its representatives do not provide tax or legal advice. Tax advice provided solely by Next Era Wealth Management.  Kate Jordan is not affiliated with Cadaret Grant & Co, Inc and can provide tax representation.