Our Services

Comprehensive, structured wealth management services

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 certified financial planners and advisors help you completely understand every aspect of managing your wealth so that you 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.

  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • Variable and fixed annuities
  • Permanent and term life insurance
  • Long term care solutions

Over five decades specializing in tax efficiency.

Since our parent company’s founding in 1967 as a tax practice, our focus on tax services has never wavered: We strive to be economically efficient from a tax viewpoint. Our accounting team provides comprehensive tax services to help our clients find tax efficiencies and remain in full compliance with IRS laws.

Schedule a Personal Consultation

At our first meeting, we’ll answer any questions you may have about our firm. We’ll discuss your financial goals and any concerns you may have regarding your comprehensive wealth management. We’ll talk about our expectations for a productive relationship and determine if there is a good mutual fit.