Trust & Wealth Services
Serving as a trusted advisor, we take great pride in the deep relationships we forge with our clients. Our approach is a unique planning experience designed to give a you a better understanding of the purpose of wealth and clarify personal objectives for you and your family. We take a thorough look at all your personal and financial circumstances and involve wealth planning and investment experts, as well as your own legal and accounting professionals, to proactively implement a dynamic action plan in this constantly-evolving environment.
Our experienced wealth and investment advisors will work with you to build a customized portfolio designed to achieve your financial goals. We offer an open architecture investment platform, which allows you to invest in funds and vehicles from other institutions and investment companies, and select managers on a best strategies basis to help build your customized portfolio. We believe in proper asset allocation taking into account the facts and circumstances, appropriate diversification, and goals-based investment planning. We use portfolios that consistently deliver the highest possible net return (fees and taxes) for a given level of risk, and seek the lowest level of risk for a desired expected rate of return.
Comprehensive solutions lead by your personal team enables you to leverage the many services we can provide.
WEALTH MANAGEMENT SERVICES
- Personalized Investment Management accounts
- Objective, Conflict free advice and counsel
- Extensive Due Diligence Process
TRUST & FIDUCIARY SERVICES
- Trust and estate administrative services, trustee and personal representative services
- Revocable, Grantor, and Living Trusts
- Special Needs Trust
- Charitable Trusts
- Irrevocable and Testamentary Trusts
- Life Insurance Trusts
- Estate plan, document review and counsel
- Custody accounts
- Guardianship accounts
- Foundations and endowments
- Financial planning
- Profit sharing and Pension plans
- IRAs, SEP IRAs and Simple IRAs
Investment Products: Not FDIC Insured | May Lose Value | No Bank Guarantee | Not a Deposit | Not Insured By Any Federal Government Entity