Comprehensive wealth management services for life’s milestones.
The big picture. We view your financial situation and opportunities from every angle. Then, our patient and responsive advisors help you completely understand every aspect of managing your wealth, and therefore feel good about the informed decisions you make.
Financial Planning
Get organized. We’ll work with you to build a plan for managing the critical events that occur before, at and after retirement.
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Fee-based managed accounts
Retirement planning (IRAs, SEP, 401(k) rollovers)
Retirement capital projections and income analysis
College funding analysis and evaluation
Cash flow analysis
Insurance analysis
Asset review and account consolidation
Online account access and performance reporting
Investment Management
We offer defensive investment strategies for stability as well as aggressive growth strategies to maximize your earning potential.
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Mutual funds, stocks, exchange-traded funds (ETFs) and options
Bonds (tax free and taxable)
Structured notes and other alternative investments
Separate account managers
529 College Savings Plans and UGMA/UTMA
Custodial accounts
Certificates of deposit (CDs)
Unit Investment Trusts (UITs)
Tax Planning
With deep roots in accounting, we are specialists in tax planning. We know how to minimize taxes and leverage ever-changing tax rules.
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Tax return preparation for individuals, entities, estates and trusts
Tax reduction analysis
IRS representation
Required Minimum Distribution Calculations
Estate Planning
Be prepared for the unexpected. Our estate planning experts can help you transfer your wealth to your loved ones the way you desire.
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Gifting strategies
Multi-generational wealth planning
Coordination of estate plan and wealth transfer
Titling of assets
Beneficiary designation
Assigning executors, guardians and power of attorney agents
Preparation of required federal and state-specific documents
Survivor Assistance
Our Survivor Assistance services help ease the burden of the financial decisions that need to be made after the passing of a loved one.
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Implementation of estate plan
Reevaluation of survivors’ financial plan(s)
Coordination of life insurance death benefit claim procedures
Assistance with federal and state estate tax returns
Re-titling of assets
Personal banking and account balancing support
“Empowering Women: Planning for Financial Independence” workshop for survivors
Insurance Services
We provide life insurance and long term care solutions to ensure you and your family are financially protected when you need it most.
