Broker Check

What We Do - bottom

  • Wealth Management
  • Trust Services*
  • Insurance Planning-Long Term Care - Annuities - Life Insurance
  • Account Consolidation
  • Brokerage Services
  • Investment Management
  • Charitable Trusts
  • Asset Allocation
  • Financial Plans*
  • Family Foundations
  • Educational Plans
  • Retirement Income Strategies
  • Foreign Accounts
  • International Investors

Available for Businesses we offer the following;

  • Small Business Planning
  • Corporate Pension Plans
  • Key Man Insurance
  • Flexible Benefit
  • Qualified Retirement Plans

We take a balanced approach to your portfolio and our pricing is based on your specific needs. Whether it is an hourly agreement, quarterly management fee or commissionable account, we tailor our relationship to meet your goals allowing us to apply the most appropriate compensation method for each client’s situation.

*Trust Services are offered through The Private Trust Company N.A., an affiliate of LPL Financial.
*Offered through LPL Financial