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.

  • Annuities
  • Cash Management
  • Certificates of Deposit
  • Corporate Executive Services
  • Equity Syndicate
  • Exchange Traded Funds
  • Financial Planning
  • Fixed Income Selection
  • Managed Investments
  • Portfolio Management
  • Retirement Plans, Individual
  •  Asset Management :
    • Private Investment Management
    •  Institutional Investment Management
  • College Savings Planning
  • Equity Selection
  • Estate Planning
  • Fee-Based/Discretionary
    •  Investment Management
  • Insurance
  • Mutual Funds
  • Research Services
  • Retirement Plans, Small Business & Corporate