We are committed to putting our clients at the heart of our business, developing and maintaining long-standing relationships based on trust. By getting to know and understand your financial needs and goals, we are able to develop and implement a strategy tailored to your individual situation, no matter what stage of life you may be in. We utilize all our resources and capabilities to provide you with a personalized solution, one that is closely monitored and reviewed regularly with you. With the knowledge that your finances are being managed in direct alignment with your goals and values, you can focus on the pleasures in life.

Schedule a meeting to learn more about our customized solutions and how they can help you achieve your financial goals.

SERVICES PROVIDED:

• Investment Management (3rd Party, Brokerage)
• Insurance (Individual, Worksite)
• Retirement Planning (IRAs, 401Ks, 403Bs)
• College Planning (Investments, Insurance, 529 Plans)
• Estate Planning (Tax-Advantaged Trusts)
• Cost Solutions for Business (Energy, Technology, Shipping)