Comprehensive Planning

We recognize that our clients place great trust in us, and we have built our practice on our reputation for personalized service and investment planning excellence. Our solutions are delivered using state-of-the-art technology and include a full array of wealth management services.

Investment and Retirement Planning

• Pre- and post-retirement planning

• Review of personal net worth

• Education funding strategies

• Retirement planning (IRAs, SEP-IRAs, 401(k)s, qualified and deferred compensation plans)

• Income strategies, including immediate and deferred annuities

• Planning for lump-sum and periodic distributions

Asset Management

• Traditional and fee-based portfolio management services

• Asset-allocation review

• Structured portfolios designed to meet specific objectives

• Cash management

• Fixed-income

Insurance and Estate Planning Services

• Comprehensive estate planning strategies

• Coordination with other professionals (Attorney, CPA)

• Assessment of insurance coverage and needs, including long-term care, life and disability insurance


Insurance products are offered through our affiliated nonbank insurance agencies.