The Right Capabilities
Advice
Our wealth planning team has the ability to serve you beyond your traditional investment management services. This gives you access to the combined experience of our credentialed professionals, who can advise you on a wide range of wealth planning and investment-related topics. These may include financial and investment advice, tax planning, retirement planning, college savings planning, elder care planning, insurance planning, business succession planning, gifting and charitable trust planning, and legacy and estate planning. We can also help with strategies and questions about Social Security claiming, Medicare, healthcare, and other life-changing events such as marriage or divorce, and transition to long-term care1.
Investment Management
Our Investment Committee ensures investment decision making rests with more than a single individual. This promotes a broader perspective for the management of your portfolio and provides the depth of a credentialed and experienced team overseeing your investments.