Our Services

 

In pursuit of working towards our clients' unique financial goals, our team will combine our expertise to provide the highest quality wealth management services.  Our goal is to develop long-term, valued relationships to assist clients in managing, preserving and protecting their assets and distributing their wealth, during their lifetime and after death, in the most tax advantaged ways.  Our team has worked together for 30 years and has developed a successful business working with individuals, business owners, endowments, foundations, financial institutions, trusts, 401(k) and pension plans.  We focus on tax management and tactical asset allocation utilizing managed portfolios as well as individual equity and fixed income vehicles. 

Some of the products and services available:

  • Stocks, Taxable and Tax Free Bonds, Mutual Funds, ETFs, Brokered CDs, Money Markets and Institutional Cash Management
  • Investment Management
  • Retirement Strategies 
  • Estate Conservation
  • Insurance and Annuity Products
  • SIMPLE and SEP IRAs
  • 401(k), 403(b) and Profit Sharing Plans
  • Fixed and Variable Annuities
  • 529 Plans
  • Charitable Remainder Trusts