Services
Our team possesses the expertise, registrations and licenses necessary to provide solutions for a broad spectrum of wealth and risk situations. This diversity enables us to offer comprehensive advice and services that evolve with your changing needs over time.
Wealth Management
Cash and Income Management: Analysis and recommendations for increasing spendable income.
Investment Analysis and Management: Aligning investments with your goals, risk tolerance and timeframes.
Retirement Planning: Defining your preferred lifestyle and creating a roadmap to help achieve it.
Estate Planning and Charitable Giving Strategies: Facilitating the transfer of your financial legacy.
Tax Planning Expertise: Developing effective strategies to manage tax exposure.
Educational Savings Planning: Preparing for children’s educational expenses.
Business Executive Services: Assisting with benefits management from stock option plans, Rule 144 restricted stock and more.
Investment Products: Offering a range of options, including stocks, mutual funds, ETFs, options, futures, rates, oil and gas programs, managed futures and hedge funds.
Diverse Investment Accounts: Supporting various account types, including individual, joint, trust, corporate, IRA, SEP, 401(k), profit-sharing, defined benefit, SIMPLE and more.
Risk Management
We specialize in identifying personal and business risks and developing strategies to manage them effectively. Our services include:
Life Insurance: Solutions for estate planning, income replacement, buy/sell agreements, and key man insurance.
Retirement Planning: Options to ensure financial security in your retirement years.
Annuities: Investment vehicles designed to provide steady income.
Long-Term Care Planning and Insurance: Preparing for future healthcare needs.
Health and Disability Insurance: Safeguarding your income and health against unforeseen circumstances.
Corporate Strategies
We provide comprehensive corporate strategies that include:
Corporate Benefits Consulting: In-depth analysis and tailored recommendations.
Retirement Plans: Designing corporate retirement plans, pension plans, and non-deferred compensation arrangements.
Insured Plans: Offering solutions for risk management and employee benefits.
Corporate-Sponsored 529 Plans: Helping businesses support employees’ educational savings.
Group Insurance Plans: Providing coverage options for employees.
Succession Planning and Exit Strategies: Developing effective plans for business continuity.
Investment Banking Services: Delivering financial expertise for corporate transactions.
Captive Insurance Companies: Offering customized insurance solutions for risk management.
Nonprofit Organizations
We offer specialized services for Nonprofit Organizations, including:
Investment Policy Statement Formation: Crafting tailored investment guidelines.
Spending Policy Development: Establishing strategies for sustainable financial management.
Professional Money Management: Providing expert oversight of your investment portfolio.
Fiduciary Education: Educating board members on their responsibilities and best practices.
Planned Giving: Developing strategies for effective donor engagement and legacy gifts.
Asset Allocation and Portfolio Construction: Creating customized investment strategies.
Institutional-Quality Asset Management: Applying best practices for high-level asset management.
Disbursement Policy Statements: Formulating policies to guide fund distribution.