Share

We will partner with you on a plan to help you share your wealth including:

• Private Wealth Management: Our wealth advisors will take time to get to know your goals and challenges and then partner with you to create a wealth management plan that could include charitable vehicles, such as a donor-advised fund and gifting strategies for education, charities and family.
• Investment Management:  Your advisor will collaborate with our investment team on portfolio construction, asset allocation strategies to help preserve and continue to grow the wealth you accumulate from investments, with the goal of maximizing the assets you want to transfer to beneficiaries.
• Tax Planning & Preparation: In-house, experienced professionals offer a range of tax planning & preparation services to help minimize your tax burden as it relates to charitable giving, gifting and other concerns such as required minimum distributions and how retirement accounts are structured.
• 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 advice for tax-efficient legacy planning.
• Trust Services: Whether you have a grandchild with a disability, multigenerational heirs or charitable giving causes, trusts may help ensure your wishes for the people and causes you care about are carried out and your wealth is protected. We have trust services to help with your specific needs.
• Insurance Solutions: Our personal insurance planning solutions, including asset and income protection strategies, needs analysis for life and disability insurance and estate tax reduction strategies, may help secure the wealth you wish to transfer to heirs.