Wealth Management

A properly structured financial plan enables you to face financial challenges throughout your life. We can help assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. Our wealth management services include investment management, retirement planning, and estate and trust plan development and maintenance.

It is never too early to start planning for retirement. To maintain or enhance your lifestyle, you should be planning for retirement now. We analyze projected income and expenses and suggest investment funding techniques to help make sure your golden years 10, 20, and even 50 years from now live up to your expectations.

Our firm offers estate planning services to minimize both federal and state estate tax liabilities. We structure estates to protect heirs from unneeded emotional devastation that can be caused by estate tax levies and to ensure your wishes are properly executed.

We work hand-in-hand with firms that perform custom portfolio analyses and reviews of the investment risks and return of stocks, bonds, REITs, and limited partnerships. We help to determine an optimal asset allocation by taking your unique personal and financial goals and resources into account. As you develop an investment strategy, we act as your sounding board, helping you to build an investment portfolio that considers and factors in the impact of taxes on your portfolio’s overall return.

Our firm can help your business weigh the complex benefits and costs posed by today’s qualified and nonqualified pension and profit sharing plans, including 401(k), SEP, SEP IRA, Keogh, and life and health insurance plans. These plans can provide significant tax advantages for closely held businesses and self-employed individuals. Our staff evaluates various options and strategies to best serve the retirement needs of your organization.