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Wealth Management

Our wealth planning team proactively identifies opportunities and mitigates risk outside our clients’ investment portfolios. We deliver independent advice and thoughtfully designed wealth management solutions.  Lincoln Financial Securities is our partner in helping to deliver best-in-class investment choices to help our clients reach their goals. As an independent, open-architecture broker/dealer, there are thousands of mutual funds, ETFs, stocks, bonds, third party managers and annuities to help you in your financial journey.  Our expertise is best suited for clients with investable assets between $500,000 and $3,000,000.  Minimum relationship is $250,000, though exceptions can be made.