Wealth Management

Wealth management is the professional practice of understanding a client's financial situation & goals, developing a strategy or plan to help work toward those goals, & making periodic adjustments as life's events unfold. It's more than simply investment advice, as it can encapsulate all parts of an individual's or family's financial picture.

Rather than trying to combine varying advice & products from a number of different companies or financial professionals, our clients benefit from a holistic approach. A single manager, without predetermined assumptions, can meet with a client to coordinate all financial services, weight what is most important & deliver a strategy designed to meet specific needs. In the words of Aristotle, "The whole is greater than the sum of it's parts."

Our advisory wealth management service is available for all investment account types (403(b)(7), IRA, 457(b), 401(a), Individual, Joint Trust etc.).