Wealth Management

Wealth/ Portfolio Management

As investment-advisor we offer financial planning, investment portfolio management and a number of aggregated financial services. Our customers include High-net-worth individuals, small-business owners and families who desire the assistance of a credentialed financial advisor.

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Life Insurance
  • Education Planning  (529 Plans)
  • Estate Planning
  • Portfolio Managment
  • Stock Option Planning/RSU/ESPP
  • Retirment Plans
  • Defined Benefit Plan
  • 401(K) Retirement Plans
  • Traditional IRA
  • Roth IRA
  • Managed Money Accounts
  • Asset Protection Strategies
  • Buy/Sell Agreements
  • Key Person Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance 
  • Investment Management Strategies