Meet the Wealth Management Team

Our wealth management department manages client investment assets in addition to working with clients on comprehensive financial and estate plans. As many of our professionals are CPAs and CFPs we are uniquely positioned to incorporate sound tax planning & minimization strategies into our investment management strategy. All our team members have unique specialties within the wealth management field and through the team approach we employ all our clients have access to the professionals that best fit their specific needs.

 

         Use of 'Team Approach' for all clients

       Extensive experience in portfolio management, tax, and estate planning

       Unbiased investment advice with 'fee-only' investment management