Why Choose Us

Our clients choose us for our intelligent approach to managing wealth:

Our commitment to you does not end there. Here are just a few of the things we do for you during the year:

• Regular communication
• Investment review
• Outside account review
• Tax season assistance
• Spending/savings goals & cash flow planning
• Net worth statement/debt analysis
• Retirement analysis/income planning
• Estate planning review
• Beneficiary review
• Insurance review – life, disability, long-term care, etc
• Education planning
• Tax planning (including charitable gift planning, review of gains/losses)
• Employer benefits/executive compensation review
• Comprehensive reporting – monthly statements, quarterly reports, annual tax packages
• Special client events & educational seminars
• 24/7 online access with real-time portfolio updates
• Team availability