General Inquiry 800-658-9474
401(k) Inquiry 800-458-9111
For individuals and families with significant wealth, every financial decision matters. We’re here to remove the weight of those important decisions and ensure they are made with only your best interests in mind. Our Wealth Management services are comprehensive, giving you access to several specialized financial professionals.
We are a relationship-based company. We take the time to fully understand you, your financial situation and goals to create a comprehensive plan that reflects your values. Our holistic approach to wealth management encompasses:
We use the most current research and best investment strategies to manage your financial assets and investments.
We have over a century of experience working as an independent, corporate trustee to administer the terms of your estate plan.
Our professionals work to optimize your retirement horizon.
Our year-round professionals work to minimize your tax liability and execute the best strategies for you.
We provide guidance on transferring your business to family members or others.
Our CERTIFIED FINANCIAL PLANNERS® develop a summary of your current financial situation and create a plan to meet your goals.
We can help you make charitable gifts that work in your best interest or help establish and administer your family foundation to reach your philanthropic goals.
Wealth presents unique challenges. Tax planning, philanthropic and charitable giving, investments, business succession planning, and trust and estate plans are just a few of the many considerations that make up the complex financial plans within our wealth management services. Although wealth is often family-built, it can be affected by factors outside of your control, such as market conditions and policy-makers. Our experts will work to optimize your financial strategy.
