A Team Approach to Investing
Are you ready to plan for a secure financial future? Have questions? Need solutions?
Our in-house team of financial planning professionals includes attorneys, Chartered Financial Analyst charterholders (CFA®), Certified Financial Planner (CFP®) certificants, Certified Public Accountants (CPA), a Certified Retirement Services Professional (CRSP), a Certified Trust and Financial Advisor (CTFA©), and Certified Corporate Trust Specialists (CCTS), all of whom are dedicated to serving each client.
We are one of the largest independently-owned Wealth Management Departments in the area with more than $4 billion in assets.