People often confuse Wealth Management with Portfolio Management, which applies to your publicly traded securities within your investment accounts and retirement plans. It is the art and science of matching investments to objectives, determining asset allocations, and balancing risk against performance.

Wealth Management applies to all assets on your financial statement and all areas of planning: 

  • Portfolio management
  • Risk management
  • Asset allocation & location
  • Income & estate tax
  • Estate legal planning
  • Estate liquidity planning
  • Retirement planning
  • Cash flow management
  • Life insurance
  • Disability & Long-term care
  • Business succession
  • Education/college planning

We have the knowledge, experience, and professional relationships necessary to help you form a strong financial foundation and put your money to work for you as part of the overall wealth management process.