What We Do

2018 Food and Toiletry Drive

Since 2009, the Wexford office has been proud to be the title sponsor of the Baierl YMCA’s triathlon held in North Park. Several of our employees have participated in the triathlon, both as part of a team or as an individual participant. Our office believes in the mission of the YMCA, which is to work with our “neighbors to make sure that everyone, regardless of age, income or background, has the opportunity to learn, grow and thrive.”

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.

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.

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.

Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.

Our digital experience makes connecting your life and finances easier by providing 24/7 secure access to your account information, aggregation tools, eDelivery, and more.

Generating income from the retirement savings you have accumulated over your lifetime in an efficient way can often be a complex task.

Don’t stress about retirement – look forward to it! Together we can develop a retirement plan to help ensure you meet your needs and goals, living out the lifestyle you envision.

You've worked hard to accumulate assets, build wealth, and provide for your family, building a legacy – we're here to help ensure that legacy is carried out and protected.

Planning for the efficient management of the tax consequences of investment decisions can be an important factor in retaining more of the assets you worked hard to build.