Services for Individuals

We serve individuals in all areas of comprehensive wealth management, including:

1. Creating and Growing Wealth with Investment Management:

  • Determining your asset allocation needs.
  • Helping you understand investment risk.
  • Recommending the appropriate investment mix to help you reach your goals. 

2. Protecting and Preserving Wealth with Risk Management:

  • Determining how much is needed to retire comfortably.
  • Making the most of your employer-sponsored retirement plans and IRAs.
  • Managing assets before and during retirement.
  • Develop a plan with goals which strive to enhance cash flow, increase returns, insure your wealth will continue to provide for you and your family for your lifetime.

3. Distributing Wealth during life through Life Stage Planning:

  • Using appropriate investment strategies for proper asset allocation and tax minimization
  • Developing an income strategy for now and into the future
  • Adopting flexibility and responsiveness for your investment needs
  • Assist in reducing taxes through philanthropy and gifting.

 4. Distributing Wealth at death to heirs through Estate Planning: 

  • Reviewing your wills and trusts.
  • Preserving your estate for your intended heirs.
  • Helping with beneficiary designations.
  • Coordinating with your tax and legal advisors. 
  • Reducing exposure to the hassles of probate.