comprehensive fee-based investment services

Our active investment style, centered on our propriety investment strategies, forms the heart of our comprehensive wealth management service. We develop unique plans that carefully consider individual risk tolerance, current budgetary needs and retirement goals. We honor our fiduciary responsibility.

Financial Planning

active management to achieve clear goals

We’ll carefully consider your risk tolerance and determine life goals. Then we’ll design a formal financial plan that will allow you to set priorities, determine a budget and achieve your goals. Our four-step financial plan will help you develop retirement, survivorship and estate planning strategies.

Studied analysis to protect your assets

One of the pillars of your financial foundation involves protecting your family in the event of death, disability, or illness. We’ll help you maximize your protection so you can live confidently. Our experienced advisors will guide you through life, long term care, health, and Medicare insurance products.

Estate & Taxes

Asset transfer designed to maximize retention

For more than three decades we have been offering estate planning advice. Recognized experts in wills, trusts, life cycle planning and estates, we’ve honed our proficiency through years of experience and a dedication to research. We’ll protect your legacy of both financial assets and personal values.

Charitable Giving

Guidance for practical and philanthropic goals

We calculate tax implications and analyze charities to maximize the impact of donations. We provide information and support for charitable remainder trusts, donor advised funds, foundations and more. We understand that well-advised charitable donations satisfy both altruistic and practical inclinations.

401(k) Management

Active management within your retirement account

We handle 401(k) accounts, including Traditional IRAs, ROTH IRAs, Rollover IRAs, 401(k) plans, SIMPLE plans, SEP Plans, 403(b) plans, Profit Sharing plans, and Defined Benefit plans. We’ll research your account type and provider and then suggest the optimum type of investment vehicle for your plan.