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Wealth Management Services for Individuals

Sophisticated wealth solutions.
Collaborative team approach.

Putting clients first is what we do. Giving advisors access to in-house support know-how is how we do it.

Tax strategies, estate planning, investment management — our advisors have the knowledge and resources to find smart, modern answers for your wealth.

Our Services for a
Comprehensive Wealth Plan

Wealth Planning

Our advisors will partner with you on wealth management, cash flow and income analysis, Social Security optimization, education savings strategies and retirement solutions to help you achieve your goals.
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Investment Management

We have dedicated investment professionals who work alongside your advisor to provide support and resources for constructing a portfolio designed to align with your tolerance for risk and time frame for reaching goals.
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Tax Planning and Preparation

We offer a range of services including tax compliance and multi-state strategies to help minimize your tax burden, optimize your income and manage charitable giving. We also prepare state and federal tax returns.
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Estate Planning

We will tailor an estate plan that includes reviewing and providing advice on wills, trusts, power of attorneys and health care directives to help ensure your wishes are met.
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Trust Services

Whether you have minors, heirs or charitable giving causes, we can establish trusts to help ensure your wishes for the people and causes you care about are carried out, and your assets are protected.
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Insurance Solutions

Based on your risk management objectives, your wealth advisor will coordinate with our risk management team to offer recommendations on personal insurance solutions including life, disability and long-term care insurance.
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