Wealth Management

We take an objective approach in helping our clients manage their investment assets. As an independent firm we do not have any proprietary products nor do we have a cookie cutter approach. Each clients portfolio is custom tailored to their individual needs, risk tolerance and experience.

We offer access to the following investment products:

  • Individual stocks 
  • Corporate bonds
  • Municipal bonds
  • Mutual funds
  • Closed-end funds
  • ETFs
  • UITs
  • Fixed annuities
  • Variable annuities
  • Structured products