Wealth Management Services for Individuals

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.

Tax Planning & 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.

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.

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.

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.