Our goal is to be the trusted lead financial advisor for our clients. We offer a full range of services for individuals and families, all with senior-level attention they can’t get at a large firm. Whether planning for retirement, saving for college, protecting assets, or transferring wealth, we work closely with clients to define their goals, develop a plan, and manage execution.
- Financial Planning — Comprehensive planning for retirement, college, charitable giving, cash management and more.
- Retirement Planning – Customized long-range retirement plans addressing critical issues such as inflation, taxes, increased life expectancy, and the uncertainty of Social Security.
- Estate Planning — Individualized strategies to preserve and transfer wealth.
- Asset Management — Personalized portfolios combining proprietary and best in class investments.
- Lending —Margin lending, non-purpose loans, mortgage lending and other options to meet diverse needs.
- Education Planning — Standard and education savings accounts, trusts and custodial accounts.
- Insurance Services — Whole, term and variable life, plus disability insurance and annuities.
- Trust Services — Strategic alliances with local trust companies, acting as investment consultant with trust company as corporate trustee.