Wealth Management Services
View our full list of services below and meet our team of advisors. We’d love to discuss where you are now and where you want to be in the future.
Individuals & Families
INVESTMENT MANAGEMENT
Investment Analysis
Portfolio Construction
Smart Asset Location / Tax Alpha
RETIREMENT PLANNING
Lifestyle and budget review
Manage risk in advance of retirement
Pension and Social Security analysis
Retirement and defined benefit plans
Company stock option analysis
FAMILY ADVISORY
Education savings plans
Multigenerational legacy planning
Next generation personal finance 101
Special needs child planning
Elder care planning
ESTATE PLANNING & TRUST CONSIDERATIONS
Wills, trusts, and POA review
Charitable vehicles
Wealth transfer and gifting
INSURANCE & RISK MANAGEMENT
Wealth preservation and risk analysis
Life insurance review
Long-term care needs analysis
Disability coverage
Businesses & Organizations
FOUNDATION AND ENDOWMENTS
Board member education
IPS Review
Investment analysis
Portfolio Construction
Investment monitoring
401K/RETIREMENT PLANS
3(21) Co-Fiduciary Advisor Services
3(38) Discretionary Advisor Services
Quarterly Monitoring Reports
Plan Governance Consulting & Guidance
Financial Wellness Programming & Help For Your Participants