What We Do
Strategic Wealth Planning | Wealth Management | Estate & Legacy Planning
* Planning services offered through Lincoln Financial Securities Corp.
Strategic Wealth Planning
Strategic planning is a cultural cornerstone in our approach to wealth management. We start with a conversation – establishing your financial goals, as well as your appetite for risk and other personal, business, and family considerations, and then determine how to maximize your chances of success. Our clients share a long-term, patient and multigenerational approach to building and sustaining wealth. We utilize eMoney as our planning software, giving us cutting-edge technology to help create your plan and track its accuracy and effectiveness moving forward.
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. The minimum relationship is $250,000, though exceptions can be made.
Estate & Legacy Planning
We understand that as our clients' wealth evolves, so too do their needs. Our commitment to delivering exceptional service through our in-depth understanding of clients and the world in which they live. You have worked hard to get where you are; now, we help you keep and pass along to the next generation. We also help our clients provide for succession within their families by helping each generation acquire skills necessary for the successful management of wealth.
From ensuring the longevity of your business, empowering you to make a difference, or preserving your wealth for future generations, we understand that a sense of security for the future is essential. We help our clients provide for succession within their families by helping each generation acquire skills necessary for thesuccessful management of wealth.