Wealth Management

Properly managing your investments is critical to working toward your financial goals but that’s not enough. You need a plan that guides your investment and financial decisions. But even having a plan is not enough. You need to take action. And because your life is always changing, your plans and actions need to adapt to changes. As your wealth grows or when you face certain financial situations such as retirement, reducing debt, determining the types of insurance needed, or buying or selling a business, the planning process can be complicated and time-consuming. That’s where we shine. We are passionate about working hand in hand with our clients to understand their objectives, goals and priorities and develop solid financial plans that support those goals with specific actions. We make it easy for you to get and stay on track by identifying your savings and investing needs, managing risk and providing insights, all while maintaining ongoing contact and reassessing your plan as your life changes. This enables you to devote more time to your personal endeavors, your business and your family.

This is our wealth management service where we combine investment management with comprehensive and proactive analysis, planning, and monitoring of your financial goals and ever-changing situation.

Wealth Vision

Imagine the confidence that could come from organizing and consolidating all your financial information in one spot. Your assets and liabilities. Your investments. Your tax, insurance and estate plan information as well as your retirement and cash flow projections. Now, what if that information was automatically updated daily to reflect the most current snapshot of your finances and your financial advisor could readily view this information and was automatically alerted when something required their attention?

Through our wealth management system, WealthVision, we organize all of your personal and family financial information in one place and, through your client website, present it in a way that is easy to understand and available to you any time, day or night.