We seek to provide cost-effective, tax-efficient strategies using the most up-to-date theories in finance. We use a combination of exchange-traded funds (ETFs), stocks, bonds, and mutual funds to target consistent, long-term results for our clients.
Various separate account money managers employing active and passive strategies can be selected in our Preferred Portfolio Services program to create the ultimate in "custom-tailored" financial solutions.
We support all of these investments with exceptional customer service and attention to detail:
- Financial planning
- Fee-based asset management
- Tax planning
- Retirement planning and plans for individuals and businesses
- Qualified plans (401(k), 403(b), profit-sharing, money purchase, SIMPLE, SEP and IRA)
- Estate planning
- Education funding planning and 529 college savings plans
- Charitable gifting