Approach to wealth management

Our wealth management approach responds to and reflects the individual needs of our clients. This begins with taking the time to understand goals and objectives as well as risk tolerance and time horizon. Our approach integrates your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions. Our process includes:


  • We begin by listening to understand you and your financial objectives
  • After analyzing your objectives, strategies and solutions are developed to meet your needs.
  • Next, we review these solutions together to ensure that you are comfortable with the plan.
  • Finally, the investment solution plan is implemented with periodic reviews to monitor the success.


Wealth management professionals

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


Wealth Strategist


Senior Manager


Senior Vice President, Director of Portfolio Advisory Group