Wealth Management

Individual Wealth Management

In addition to our retirement plan services, we also offer a comprehensive suite of individual wealth management services. Working with an independent advisor affords you the ability to receive recommendations specific to your goals and desires. These recommendations are not biased with proprietary requirements or mandates, this autonomy gives us maximum flexibility so you can feel confident we have your interests at heart. Below you will find a brief list of our areas of expertise.

Wealth Management

  • Investment Portfolio Management
  • Basic or Complex Asset Allocation Strategies
  • Retirement Income Strategies
  • Product Solutions:
  • Individual or Laddered Bonds
  • UITs (Unit Investment Trusts)
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Government Securities
  • Brokerage Accounts
  • Variable Annuities

Financial Planning Strategies

  • Retirement Planning
  • Income Planning
  • College Planning
  • Insurance Planning
  • Estate Planning

Cash Flow Analysis

Choosing a financial adviser is one of the most important decisions you will ever make. You are entrusting your future with the guidance of that adviser and hope they have your best interests at heart. Whether you are 20 years or 20 days away from retirement, we have a custom solution tailored to meet your needs.  We utilize a comprehensive financial planning approach designed to address a multitude of different financial concerns. Contact us today to get started!