Our clients enjoy exceptional service and sophisticated and comprehensive coordination of their investment, tax and estate plans. Whether the goal is to protect, preserve and/or grow wealth, our clients receive the utmost care and attention in the development of strategies that include the protection of assets, the transfer of wealth from one generation to the next, investment and business options and innovative financial planning.
Fee-Based Portfolio Management
With fee based accounts there are no conflicts and no commissions paid. We negotiate fees with our clients based on the total value of the account under management. You get innovative and objective advice designed to meet your financial objectives.
Financial Planing
If your goals are to save for education, protect your wealth, plan your estate or ensure a comfortable retirement, our financial planners will help you make confident decisions concerning your goals and objectives. Our unyielding commitment to service and delivering objective and innovative advice will help you plan and achieve your long term financial goals.
Wealth Management
We specialize in customizing and overseeing our clients’ investment portfolios based on their personal financial goals, needs and objectives. Our in-depth research and analysis applies scientific investment theory to current market conditions. We provide a fee-based portfolio management structure, which facilitates principles inherent with keeping our clients’ best interest at heart and sustaining long-term client relationships.
- $1.06 Billion in Assets Under Management (as of 2/28/21)
- Fee-Based Investment Portfolio Management
- Continuous Account & Household Monitoring
- Portfolio Evaluation
- Asset Allocation
- Financial Planning
- Mutual Fund, ETF, & Index Fund Selection & Oversight
- Fixed/Variable Annuity Products
- In-Depth Security Research
- Diversified Investment Models
- Cash Replacement Models
- College Savings Plans
- Trust Services
Retirement Plan Consulting
Our Retirement Plan Consulting platform helps business owners and plan sponsors provide retirement plan tailored to their needs. This service includes plan review, asset allocation, manager selection, participant enrollment, monitoring and reporting.
- 401(k) & 403(b) Plans
- Profit Sharing Plans
- Simple IRAs & IRA Rollovers
- SEP Plans
- Defined Benefit Plans
- Non-Qualified Deferred Compensation Plans
