Approach to wealth management

The approach we use 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. This 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 help ensure your financial objectives are being met.

Lee J. Mcmanus, III

Senior Vice President - Financial Advisor, Senior Consulting Group


Joseph Gill

Associate Vice President - Financial Advisor, Consulting Group


Dee Davis

Senior Client Associate


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