Our Areas of Specialization
We offer the products and services you expect from a large firm. But, unlike larger firms, we provide truly personalized service and accessibility to the expertise and resources of our diverse investment professionals—professionals with extensive experience in such areas as retirement planning, college planning, corporate stock options, estate planning and trust services, to name but a few.
We have a particular interest in helping successful individuals transition to retirement. Converting wealth to a steady stream of income to fund retirement is especially challenging in today's low interest rate enviroment. We enjoy helping our clients navigate to and through retirement.
We offer individual and institutional clients a full range of investment opportunities for their personal and professional financial needs.