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Our Wealth Management Services

Combining proven investment methods and prudent financial experience, we provide exceptional and personalized range of financial strategies to individuals, business owners, and institutions.  

Retirement Planning Services | We listen. Period.  Then, after identifying your specific retirement goals and developing a plan to help you pursue them, we implement, monitor and adjust based on your personal situation. 

Employee and C-Suite Benefits | A proper benefits plan is an important recruiting and retention tool. We help you review the benefits your business offers – including retirement, health care, stock incentive plans, nonqualified deferred-compensation plans and employee-retention strategies – from the perspective of both employer and employee.

Institutions | We are dedicated to fostering long-term relationships with institutional clients and their boards. We pride ourselves on the trust and confidence placed with us to safeguard our clients’ wealth so they can pursue their financial goals and sustain their mission

Estate Planning Strategies | We will review your current estate plan to ensure it is up to date and properly structured to help protect you, your family and your wealth. This includes planning for the successful transfer and distribution of your assets so you know your family members will be cared for and your wishes will be followed. Our team will help you integrate your investment and estate plans, or evaluate potential strategies from a tax perspective as a component of wealth transfer planning.

Education Funding | We provide analysis to enable you to determine approximate costs and identify an appropriate tax-advantaged funding strategy, whether a 529 Plan, an Education IRA (also known as Coverdell), a Custodial Account, or another method.

Risk Management | Insurance protection is a crucial component of a comprehensive, long-term financial plan. Because your financial future depends on a variety of uncontrollable circumstances, we provide you with access to a wide range of insurance coverages that can protect your financial security by helping with unforeseen costs and losses. These include disability, life and long-term care insurance. We will also review your existing insurance policies.

All investing involves risk including loss of principal. No strategy assures success or protects against loss