Wealth Management

investment management_editWealth Management is composed of specialists who work as a team to craft an individualized strategy for you. One of the most important things for you to know is that we are independent advisors, so we have no outside interests and no affiliations with special interest groups. Our focus is you and only you.

Each client is served by a dedicated team, led by a seasoned wealth management expert. You may call any member of your service team, at any time, with questions. Your team represents several areas of expertise including investment management, tax planning, estate and gift planning, risk management and insurance, cash management, and special services. We leverage our decades of expertise to assemble a core group of service providers and coordinate their roles. We believe in a team-approach to serve your financial needs.

We provide investment advisory services to individuals and families, non-profit organizations, businesses, and institutions. We manage assets held in investment accounts, IRA’s, employee retirement benefit plans, trusts, and endowment funds.