We offer investment management services, providing a hands-on approach to managing your investment portfolio. Account options include individual and joint investment accounts; traditional, SIMPLE, Roth, and SEP IRAs; UTMA and UGMA accounts; trust accounts; and educational savings plans.
For faith-driven investors, we offer values-aligned strategies designed to parallel your investments and financial goals with your values and principles.
We develop comprehensive retirement plans so that our clients are better prepared to live comfortably and confidently in their retirement years. Our advisors help prioritize your short- and long-term financial goals, providing detailed explanations of goals, risk tolerance, and timeline.
Our ongoing client conversations will include such topics as debt management, investment options, insurance, retirement savings, college savings, taxes, estate planning, and leaving a legacy.
We offer the “Waypoints” program for individuals or couples in the wealth-building phase of their lives who need more proactive and dynamic financial advice as compared to traditional wealth management. Waypoints helps to ensure clients are headed in the right trajectory and avoid the pitfalls that often keep them from meeting their long-term financial goals.
Waypoints is a subscription-based approach to financial planning that pairs clients with an advisor who will provide customized financial advice and guidance on an ongoing basis.
The financial planning services we offer to small- and medium-sized businesses include employer plans, tax optimization, and business valuations.
Understanding the value of your company is critical for making informed decisions about the future. Whether you are considering raising capital for growth, estate planning, or looking to exit the business, an accurate valuation of your business is an important tool as you go through each stage of your business journey.