Our Services

Wealth Management Services

Investment Management

With our comprehensive wealth management service, we provide investment planning and implementation for individual and business clients including:

  • Understanding Client Objectives and Risk Tolerance
  • Developing Appropriate Asset Allocation
  • Selecting and Implementing Specific Investments
  • Regular Review and Monitoring of Client Portfolios
  • Providing Monthly Market Comments and Comprehensive Quarterly Reports
  • Attentive Servicing of Each Client’s Needs

Current Standard Fee Schedule

Assets Annual % Fee
$0 to $2 Million 1.00%
$2 Million to $5 Million 0.8%
$5 Million to $10 Million 0.6%
Over $10 Million 0.4%

Financial Advisory Services

For more information about financial advisory services, read our Financial Planning Overview.

Personal Financial Planning

Comprehensive review and coordination of a client’s financial situation and objectives which may include some or all of the following:

  • Asset Preservation/Protection
  • Employee Benefits
  • Estate Planning
  • Investments and Asset Allocation
  • Retirement Planning
  • Risk Management and Insurance
  • Tax Planning

Planning For Special Situations

Financial planning tailored to specific situations such as:

  • Charitable Giving
  • Loss of Spouse
  • Divorce
  • Executive Benefits/Stock Options
  • Inheritance
  • Legal Settlements
  • Long-Term Care
  • Retirement Plan Distributions
  • Wealth Transfer

Financial Services For Businesses

Financial planning for business owners, executives and employees including:

  • Financial Counseling for Employees
  • Financial Planning for Executives
  • Financial Workshops for Employees