Serving individual and business clients across the country, our in-house teams offer 360° wealth management advice designed specifically for you.
While some of our offices have reopened for associates, for the safety of our clients, they remain closed for outside visitors. Our advisors are hosting client meetings virtually either by phone or video. If you call the office, or your advisor, your call will be answered. You are important to us and we appreciate your patience during this trying time.
As you begin the new year, it’s a good time to both prepare for your 2021 tax filing and work with your advisor on 2022 tax strategies. Are you taking advantage of the gift and estate tax exemption? Should you consider tax loss harvesting to offset realized gains? We’ve created a tax guide to help you think through answers to these questions and others before you meet with your wealth advisor and our in-house tax team. Download our 2022 Tax Guide.