Your financial security is our success.

Wealth Management

The Wealth Management Team specializes in investment planning for high net worth individuals. Our firm’s success comes from a talented group of individuals, along with input from our Investment Advisory Board. This important and progressive approach provides our clients with continual, proactive attention.

Staffed by a full team of experienced professionals, we take a comprehensive approach to investment planning. We provide the ongoing service and review that are essential to maintaining a successful investment program. Through our network of relationships and our broker-dealer, we address our clients’ short- and long-term objectives by offering a wide variety of investment products:

  • Stocks
  • Bonds
  • Mutual Funds
  • Variable Annuities
  • Variable Life Insurance
  • Unit Investment Trusts
  • Limited Partnerships