Our focus is on helping individuals best achieve financial goals. Some of the services we offer directly and through affiliates include:

  • Financial assessments
  • Income planing
  • Financial planning
  • Tax planning
  • Investment advice
  • Portfolio construction and management
  • Insurance

We seek to work with clients on an ongoing basis to help them achieve their financial goals. Through regular performance evaluations and portfolio updates, we can make helpful changes to incorporate new information and changes in client circumstances and monitor their performance and make adjustments to their plan and portfolio as situations dictate.

We have vast experience managing qualified plans and administering retirement savings plans and help corporate clients manage the fiduciary process and oversight. Examples of services we can help corporate clients with include:

  • 401(k) and pension plans
  • Executive compensation planning
  • Business planning
  • Fiduciary oversight services and advice
  • Wealth management solutions for executives and employees

We have a particular expertise when it comes to the unique and complex needs of non-profits and institutions and can help develop solutions to meet those needs and challenges.  Our services for institutions include:

  • 403(B)/ 401(A)
  • Developing investment strategy and an investment policy statement
  • Investment advisory consulting
  • Endowment investment management and fiduciary oversight services
  • Deferred compensation planning