Our Services

We believe that wealth management is more than a one-time event.  We will start by getting to know you.  We will help you clearly define your goals and where you stand.  We then outline the course and investments that we believe will help you achieve your goals.  Together, we regularly review your progress and make adjustments when necessary.  We are fully licensed to employ investments in Equities (Stocks and Options), Fixed Income (Government & Agency Securities, Municipal Bonds, Corporate Bonds, and Preferred Stock), Funds (Mutual Funds, Exchange Traded Funds, Unit Investment Trusts, and Money Market Funds) and Insurance (Annuities, Life, Long-Term Care, and Disability).

Please see this checklist for items to bring to your appointment: (CHECKLIST)

Some of the common accounts that we manage are:

PERSONAL/LEGACY

  • Individual
  • Joint
  • Transfer on Death (TOD)
  • Trust
  • Charity

RETIREMENT

  • IRA (Traditional, Roth, SEP, SIMPLE)
  • 401k, 403B, Profit Sharing, Defined Benefit Employer Plans

EDUCATION/MINORS

  • 529 College Savings
  • UTMA/UGMA

INSURANCE

  • Annuities
  • Life
  • Long-Term Care
  • Disability