Services Offered

Individuals

Our clients include individuals, families, businesses, estates, foundations and trusts. We provide an integrated wealth management solution that will deal with opportunities ranging from integrating a wide array of investments to expert guidance how to develop a plan for retirement or constructing a sophisticated trust. We work with you one on one to maintain the relationship that ensures your financial success. We will keep you up on economic trends, financial factors and other events that may affect your investments. 

We are local with easy access. We meet with you regularly to discuss concerns and objectives. We will assemble the perfect team for you – one that will exceed your expectations.

Families

We will work with you to provide a comprehensive plan to ensure your assets will be handled as you intended. We can plan your estate to care for family members; building a trust or managing your family’s financial future and wealth. We can plan your estate to optimize wealth transfer and take advantage of opportunities to reduce potential estate tax liabilities.

Trust Services

We offer comprehensive trust and estate planning services that will help you preserve wealth for future generations. We can help you build a lasting legacy with trust and estate planning strategies that reflect your unique goals. Our trust officers will develop and administer a plan to help preserve your hard earned assets and allow you to transfer them during your lifetime and beyond, while also balancing your current and future needs for income and tax management. We take pride in our client relationships, spanning decades and even generations. 

We will craft a plan that will preserve your beneficiaries' inheritance, reduce the cost of future estate and/or inheritance taxes, streamline the complex probate process, expedite and clarify the distribution of assets and ensure your unique goals and wishes are accomplished

As your executor, we can give you peace of mind that your intentions will be followed and your family will be protected. We remain objective and free from personal bias at all times. We are experienced in handling all types of assets and in making informed tax and investment decisions and we remain informed of any new and existing laws and regulations which could impact estate planning, taxation and the distribution of your assets.

Foundations

We understand the difference between managing a foundation and a business.  We will help you develop a portfolio strategy that effectively serves your foundation’s mandate.

We offer a personalized service that provides administrative and investment management services for Private Foundations, Endowments, and Charitable Institutions. We will give you a consultative approach and wide range of services to meet the unique needs of individuals, families, charities, churches, endowments, and not-for-profit organizations. Our expert staff will tailor an investment strategy specifically to the unique requirements of your organization to ensure that charitably designated funds and endowments provide a lasting legacy for our community.

Businesses

We can help you make the right decisions when you sell your business, transfer it to family or restructure the company. We will look at all areas of your life – business, family and finances and determine what best fits your needs.