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Navigate

Meet Life’s Experiences, Create a Plan.

Life has a way of bringing you experiences that you may or may not have expected. From happy events, like sending a child off to college or retiring, to the unforeseen ones, like the loss of a spouse or divorce, you may find it’s easier to navigate these experiences with a plan. We provide personalized wealth management services to assist you as you go through life’s many transitions, and we’ll be there for you all along the way.

We will partner with you on a plan to help navigate life events including:

Private Wealth Management: Our wealth advisors will take time to get to know your needs, challenges and what keeps you up at night and then will partner with you to create a personalized wealth plan that includes cash flow planning and income analysis to help you manage life transitions.
Investment Management: Your advisor will collaborate with our investment team on investment recommendations, asset allocation and diversification for your portfolio based on your risk tolerance and time frame for reaching goals, all to align with where you are in life.
Tax Planning & Preparation: In-house, experienced professionals offer a range of tax planning & preparation services including tax compliance and multi-state strategies to help minimize a tax burden that could occur from a life change, such as a divorce, and to optimize your income as you navigate events, such as retirement.
Estate Planning: We offer estate planning services tailored to your objectives, family dynamics and charitable wishes. Services include review and advice on wills, trusts, power of attorneys and health care directives as well as assistance changing beneficiaries should you need to because of a life change.
Trust Services: Whether you have minors, a child with a disability, heirs or charitable giving causes, we have trust services to help with your needs, including modifying documents in case your wishes for the people and causes you care about have changed.
Insurance Solutions: Your wealth advisor will coordinate with our risk management team to offer recommendations on personal insurance planning solutions including life and disability and long- term care insurance to ensure your current level of protection makes sense in light of any life change.