Investment Management, we create a customized portfolio based on your personal goals, age, assets, income, taxes, etc. and combine fundamental research and technical analysis to determine which securities are suitable and when you should own them.

Asset Allocation Analysis, diversification, rebalancing and other tools are used to systematically balance and navigate your portfolio through the volatility of today's markets.

Financial Planning, we will produce a detailed financial plan to help you work toward reaching  your short and long-term goals. This customized plan may include retirement planning, cash flow analysis, education funding, insurance, estate planning and more.

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:

  • Managed stock, bond, ETF and mutual fund portfolios
  • Professionally managed high net worth accounts 
  • Mutual funds
  • Certificates of Deposit
  • U.S.Treasuries Securities
  • Qualified Retirement Plans
  • 401(k) retirement plans and Individual Retirement Accounts
  • 529 qualified tuition plans
  • Life insurance
  • Long-term care, disability and critical illness insurance

Contact us for a complimentary, no obligation portfolio review