Wealth Planning

Managing your money and getting the right combination of income and growth at various times in your life is important work. Our team spends a great deal of time doing research, monitoring, analyzing and rebalancing the client portfolios that we manage personally. 

Financial Planning

Financial planning involves looking at a client's entire financial picture and advising them on how to pursue their short- and long-term financial goals. From saving for education and planning for retirement to effectively managing taxes and insurance, we develop valuable relationships with our clients to provide them with confidence today.

Estate Planning

Establishing an estate plan as part of your comprehensive wealth plan can be one of the most effective ways of lowering estate taxes, while providing for your family and leaving a legacy for the future. We coordinate with your attorney and CPA to implement your estate plan from beginning to end by offering bi-annual estate planning reviews, long-term care planning, legacy planning, and more.

Business Planning

Our business planning professionals will consult with you to evaluate or establish employee retirement plans, executive compensation and business buy-sell/ continuity strategies. We will meet with you and/or the key team members of your organization, on a complimentary basis, to explore how we can best work towards your needs.

Insurance Planning

Your time, talent, and resources are on the line and at risk. It is imperative that your financial and estate plan takes into consideration the risks that you, your family and your business cannot afford to take.

To protect your family, business and assets, the risk to your abilities also must be diversified. The least expensive and most intelligent method is through insurance.


A 401(k) plan is a retirement savings plan offered by employers that has tax advantages while helping you plan for the future. The employee who signs up for a 401(k) agrees to have a percentage of each paycheck paid directly into an investment account and the employer may match part or all of that contribution.