Wealth management

Using a conservative investment philosophy, we design the appropriate strategy for each individual client.

Our wealth management approach integrates our clients’ objectives into a personalized plan that can be updated as life changes occur. We build a portfolio tailored to the client’s individual risk tolerance and provide comprehensive wealth management services through the various stages of life. These stages include: the building of wealth, harnessing that wealth for income during retirement and ultimately the distribution of the remaining wealth to future generations. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions.

Our process includes:

  • Understanding your financial objectives — We begin by listening to understand you and your financial objectives.
  • Gathering your current financial information — Together, we gather specific information on your financial picture.
  • Developing smart, time-tested strategies — Next, we analyze your financial and personal information to match your objectives with sound strategies.
  • Implementing thoughtful and creative solutions — We develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
  • Providing timely, ongoing service — We regularly review your situation to ensure your financial objectives are being met.

Contact us today to set up a consultation. 

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.


Wealth Management Consultant


Trust Consultant


Wealth Strategist