Our Team
Our team offers financial services to successful individuals and their families, as well as privately-owned or closely held businesses and non-profit organizations. We provide guidance and offer services on a wide range of financial matters, including financial planning, investment management, retirement income planning, insurance planning, education funding, and inter-generational wealth transfer. We also serve as investment advisors on many small business’ 401(k)’s, SIMPLE IRAs, and SEP IRAs for self-employed individuals. These services are recommended on individualized and client-driven basis, considering the client's long-term goals and risk tolerance.With nearly $350 million of assets under our team’s management, our clients entrust us to be their guide for personalized investment and financial planning advice through multiple generations of wealth. We pride ourselves on our second to none service and encourage questions or comments anytime. We look forward to hearing from you.The team is proud to announce recognition as a 2023 Forbes Best-In-State Wealth Management Team and express sincere gratitude to our clients, their families, and the community for their trust and support.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 17, 2024
9 Considerations for 2024 Year-End Tax Planning
Now is a great time to focus on year-end tax planning. This article covers helpful strategies to minimize your tax burden and maximize your savings now and in 2025.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
We take a closer look at economic activity in China, the potential changes to tax exemptions and what that might mean for munis, and how earnings expectations drive stock prices.
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.