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Our Services

We are more that investment managers. Our job is to truly understand who you are and what you want your assets to accomplish, then work with you to design a plan that can achieve those goals. Our customized solution may include:

Financial and Estate Planning

  • Retirement and education planning
  • Tax strategies and tax return reviews
  • Estate planning strategies and document reviews
  • Wealth transfer consulting
  • Family meetings & educating the rising generation
  • Charitable giving strategies
  • Trust services

Investment Management

  • Portfolio management
  • Comprehensive advisory solutions
  • Brokerage services
  • Cash management

Risk and Liability Management

  • Life insurance 
  • Long-Term Care planning
  • Annuities
  • Lending services


As your needs evolve over time, we're here to listen. We're in it for the long haul, and we'll stay in touch to ensure that your plan remains on track. 

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