Our Approach

We Begin by Listening to You
Our clients are people, not account numbers. First and foremost we believe we are working to enhance the financial future of real people.

Your investments will be directed by a qualified, local investment professional whom you know and trust!

Your priorities and objectives are keys to crafting advice which will help you meet your goals.

Services:

• Investment Management
• Individual Retirement Accounts (IRAs)
• Trust & Estate Planning
• Custody Services
• Retirement Planning
• Farm Management
• Charitable Planning
• Escrow & 1031 Services
• Revocable Trusts
• Irrevocable Trusts
• Estate Settlements
• Foundations & Endowments
• Guardianships
• Education Funding
• Life Insurance Trusts
• Land Trusts

Investment products such as stocks, bonds, and mutual funds are:
NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE | NOT A DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY