Fee-based Portfolio Management
With fee based accounts there are no conflicts and no commissions paid. We negotiate fees with our clients based on the total value of the account under management. You get innovative and objective advice designed to meet your financial objectives.
Our risk managers work to help clients decide whether to accept exposure or reduce vulnerabilities by mitigating the risk or by applying control measures.
Our insurance services division can advise on life, property and casualty, general liability, professional liability insurance, and surety bonds. We know the value of being properly insured and protecting valuable assets with viable coverage and our agents are knowledgeable and available to help.
If your goals are to save for education, protect your wealth, plan your estate or ensure a comfortable retirement, our financial planners will help you make confident decisions concerning your goals and objectives. Our unyielding commitment to service and delivering objective and innovative advice will help you plan and achieve your long term financial goals.
Wealth management clients enjoy exceptional service and sophisticated and comprehensive coordination of their investment, tax and estate plans. Whether the goal is to protect, preserve and/or grow wealth, our clients receive the utmost care and attention in the development of strategies that include the protection of assets, the transfer of wealth from one generation to the next, investment and business options and innovative financial planning.