Investment Advisory Services

Offering a robust line of products to meet your personal and business needs

Investment advisory services

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Our investment advisors have over 25 years of professional investment experience. We help you manage your investments by getting to know you and building a plan that's right for you. We stay abreast of the latest market trends, enabling us to guide you every step of the way. We work closely with you to ensure that you retirement needs are served by developing a financial plan customized for you to deliver risk-adjusted returns based on your risk appetite. Our approach to wealth management includes:

  • Investment management
  • Wealth preservation strategies
  • Retirement planning
  • Financial planning
  • Tax-managed investing

Fee-based asset management

We have designed our fee-based practice with a sliding scale to deliver comprehensive financial, retirement, and estate planning services at a competitive price.

Brokerage accounts

If you have a smaller account with your favorite holdings, we advise our clients to put a smaller portfolio of stocks, bonds, and mutual funds into a brokerage account. This streamlines account operations. Be assured, that you only pay for the trades you authorize.

Individual retirement planning

As employees assume greater responsibility for their overall financial planning, including retirement, it's critical that they have access to professional financial experts. Our advisors can assist your employees in developing individual financial strategies that include both planned and unpredictable life transitions. We offer financial advice on the full scope of life events — marriage, planning for college education, estate planning, care of elderly parents, and the financial ramifications of divorce. We regularly conduct educational seminars on retirement and financial planning topics for employees as well as meeting with them individually to create customized plans for their needs.