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Wealth Preservation and Management

Our goal is to help you preserve and grow what is most important to you and your family. Through our consultative and comprehensive approach to wealth planning, we seek the optimal approach to managing your assets.

As an independent wealth advisory firm, we have access to a full array of non­ proprietary financial products and services as we work with you to help ensure your assets are strategically allocated, diversified and managed.

We seek to create investment strategies tailored to your needs that may include:

  • Cash and money market funds
  • Municipal, treasury and corporate bonds
  • Domestic and international stocks
  • Mutual funds
  • Exchange Traded Funds (ETFs)
  • Fixed and variable annuities
  • Strategic Asset Management (SAM) offered through LPL Financial
  • Model Wealth Portfolios (MWP) offered through LPL Financial
  • Alternative Investments

An emphasis on due diligence
LPL Financial’s open-architecture investment platform and stringent due diligence provide us with access to a universe of top industry talent to select among in constructing your portfolio. Along with our own research and due diligence, we have access to the LPL Financial Research team. This industry-leading team employs a strict, highly disciplined investment manager screening process that results in a recommended list of select industry separate account managers. Managers on the recommended list must continue to meet strict criteria over time to remain on the list.

Contact Us today to learn more about strategies that seek to help you preserve and grow a lifetime of assets.

*No strategy assures success or protects against loss.