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Wealth Management

The Wealth Management division provides investment management and wealth creation services to individuals & families and successful privately-owned businesses / shareholders. Our experienced team members provide the leadership necessary for retirement and financial planning, business and succession planning, risk management, insurance planning, personal trust, tax and estate planning. We believe that successful outcomes are the result of a disciplined and prudent approach.

Our Services

We serve your unique needs by optimizing your plan so that you are best positioned to achieve your personal goals while focusing on the activities you enjoy the most. As a comprehensive financial firm, we offer the following services:

A Vanguard study suggests that an advisor can potentially add 3% in net after tax annualized returns to a client’s portfolio through:

  •          Guidance

  •         Spending Strategy

  •         Lower Expenses

  •        Tax Efficiency

1Putting a value on your value: Quantifying Vanguard Advisor’s Alpha, The Vanguard Group, 2019.