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 risk tolerance.
  • Recommending the appropriate investment mix to help you reach your goals. 

2. Protecting and Preserving Wealth with Risk Management:

  • Determining how much you need to retire comfortably.
  • Making the most of your employer-sponsored retirement plans and IRAs.
  • Managing assets before and during retirement.
  • Develop a planwith 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 for yourself with Life Stage Planning:

  • Using appropriate strategies for asset allocation and tax minimization.
  • Providing income for both now and for your future.
  • Adopting flexibility and responsiveness for your investment needs
  • Assisting you in reducing your taxes, refining your estate plan, and protecting your family's assets more effectively.

 4. Distributing Wealth for your Heirs with 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 estate taxes and probate costs.