Wealth Management

We offer a unique approach to managing wealth by incorporating Growth & Income investments into every portfolio.  This includes investments and strategies that can help insulate against market risk.  Regardless of what asset allocation model is appropriate for you these are fundamental principles that are inherent in our investment philosophy.

We offer Brokerage and Managed accounts and can implement these types of investments:

  • CD's – Primary and Secondary market
  • Money Market
  • Stocks – Traditional and Preferred
  • Options
  • Bonds – Government, Municipal and Corporate
  • Mutual Funds
  • Exchange Traded funds
  • Structured Products
  • Publicly Traded REIT's
  • Annuities


Annuities can play an important role in a client's overall financial plan. With people living longer and having fewer options for secure retirement income, annuities can be part of a solution to help clients avoid outliving their retirement savings.

If you already own an annuity we help you assess whether or not your annuity is the most appropriate vehicle for you to own, how it works, the expenses and if you are fully taking advantage of competitive features or riders.

We can help clients understand and select from Fixed, Fixed Indexed, Variable and Immediate annuities.


Workplace Retirement Account Guidance

If you would like for us to review your retirement plan at your current employer and either don't know what to do or don't want to do it, this service is for you. Simply provide us with your current statement and choices and we do the rest.  This service will include a comparison of your current allocation to the appropriate asset allocation model (based on the results of a short quiz) and which investment options would be the most suitable based on your plan choices. 

The fee for this guidance is $275 per workplace account.

If interested please use our booking tool to schedule a meeting: