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Our Services

Having the right investments is important, but it’s only one piece of a strong wealth management strategy.  Having a clearly defined, and regularly reviewed, plan is essential to ensuring that you stay aligned with your goals no matter the market direction.  Our collaborative planning for your financial well-being might include the following.  (Note:  This list is by no means comprehensive.  As we work together, we might uncover other tools and strategies that might benefit your particular situation.)


  • Stocks
  • Corporate Bonds
  • Municipal Bonds
  • Government Bonds
  • Mutual Funds
  • Unit Investment Trust
  • Exchange Traded Funds

Types of Accounts

  • Individual Account
  • Joint Account
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Inherited IRA
  • 401(k)
  • Defined Benefit Plan
  • Profit Sharing Plan
  • 529 Plan
  • Trust


  • Variable Annuities
  • Fixed Annuities
  • Life Insurance
  • Long Term Care Insurance
  • Disability Income Insurance

Retirement, Legacy and Estate Planning

  • Individual and Joint Planning
  • Pre-Retirement Planning
  • Domestic Partner Planning
  • Individual Retirement Planning
  • Income Planning for Retirement
  • Divorce Planning
  • Planning for Widows/Widowers
  • Generational Planning
  • Business Retirement Planning
  • Business Succession Planning

Money Management

  • Check Writing
  • Debit Card Management
  • Margin