Our Services


We believe that effective wealth management goes much deeper than a one-time event of simply recommending an investment or choosing a portfolio allocation. That is why we employ a continual cycle of examination, implementation and evaluation. Our methodology and philosophies have passed the test of time and act as a blueprint to guide you through times of prosperity and turbulence.

We have a carefully crafted service package that integrates the firm’s unique expertise in a way that makes sense for each client. Our goal is to continually expand our resources to meet your future needs.

Wealth Management

  • Estate Plan/Vision
  • Review Estate Documents – Will, POA, HCD
  • Legacy Planning
  • Review Beneficiary Designations
  • Develop relationship with legacy survivors in the event of death

Retirement Planning

  • Cash Flow Planning
  • Retirement Needs Analysis
  • Government/Employer Programs
  • Pension Selection
  • Social Security Benefits

Investment Management

  • Strategic Asset Allocation
  • Investment Reporting and Aggregation

Risk Assessment

  • Life Insurance
  • Long Term Care
  • Disability Insurance
  • Property and Casualty Insurance
  • Health Insurance and Medicare
  • Survivorship Contingency Plan