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Investment Management

Optimize your investment results with an investment strategy tailored to balance the growth you need to reach your goals with the risks you are willing to take. We offer:  Strategy Development | Retirement Planning | Wealth Management | Educational Planning | Brokerage Services | Stocks, Bonds & Mutual Funds

Strategy Development


Develop a personalized plan to optimize your investment results.

What do you want to do—roll over your 401(k), set up a fixed income portfolio, maximize your investment returns, invest in socially-responsible or global funds? Whatever your investment objectives and whether you’re a first-time or experienced investor, we are dedicated to helping you develop a solid financial strategy.

We offer full-service Brokerage Services. Click here to learn more.

Would you like an overview of stocks, bonds and mutual funds? Click here to learn more.

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  • Discuss your short- and long-term needs, motivations and goals
  • Evaluate your current finances: assets, asset allocation and debt
  • Research and recommend investments, including those found on open market exchanges as well as alternative investments
  • Integrate strategies for investments, insurance and risk management, wealth transfer and tax planning
  • Monitor and adjust strategy as needed

Retirement Planning


Secure your financial future.

Planning for retirement today involves many considerations, such as the lifestyle you’ll want to maintain, future healthcare costs, family legacy planning and charitable contributions. Enjoy the confidence of having a plan for your financial future that accounts for your specific needs and objectives.

We offer full-service Brokerage Services. Click here to learn more.

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  • Investment strategy development based on your specific needs and objectives
  • Traditional and Roth IRAs
  • Business retirement plans
  • IRA rollover services

Wealth Management


Grow your assets while managing risk and tax liability.

We are here to work with you in the way you prefer. We can offer you as much assistance as you want. Tell us your objectives, how you would like to balance growth with risk, your liquidity needs and other considerations. We can simply offer advice or work with you to create a customized asset allocation strategy and provide full-service management of your portfolio.

We offer full-service Brokerage Services. Click here to learn more.

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  • Customized portfolio construction
  • Third-party and proprietary investment managers
  • Active and index strategies
  • Asset diversification
  • Tax-sensitive investing
  • Tax-loss harvesting

Educational Planning


Help educate your children, grandchildren, nieces or nephews.

Plan for the future by working with our investment services specialists to create a strategy that will help pay the educational expenses of your loved ones.  We can help you project future costs, explore savings plans and construct a portfolio.

We offer full-service Brokerage Services. Click here to learn more.

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  • Coverdell Educational Savings Account
  • 529 Plan
  • Education IRAs