Confident Business People

Small Business

Our advisers know that the term wealth encompasses more than finances. We believe it extends to relationships, lifestyles, family, and core values. Most importantly, wealth is defined by you!


By providing actionable advice and guidance, we help you make decisions that reflect your values and goals.


We exercise wealth management by addressing the concerns below that you face throughout your life. The topics below affect you during different times throughout your life and we are changing the landscape of wealth management by providing access to quality advice through a relationship, not an account balance.


Company Retirement Plans

Financial Planning is the process through which our advisers help you understand your financial goals and what steps are necessary to reach them. Financial Planning answers questions like:

  • How much do I need to save to support my income needs when I retire?

  • When should I begin taking my Social Security benefit?

  • Should I put money into my 401(k) or my child’s college fund?

  • Do I pay off debt or save more?


Owner Succession

Investment Management involves the discipline to keep the investments you own aligned with your overall financial, emotional and behavioral objectives. Investment Management services help you know:

  • How can I ensure I can exit the business 

  • How is my family protected in case of an unexpected exit from the business?

  • Am I adequately diversified across asset classes and industries?

  • Am I paying too much in investment costs?

  • Am I positioned to endure or take opportunity of market volatility?

Practice Areas

  • 401(k) & 403(b)

  • Pensions

  • Cash Balance Plans

  • HSA

  • Financial Education

  • 1 on 1 Meetings

  • Group Meetings

  • Wellness

  • Executive Bonus

  • Deferred Compensation

  • Stock Options

  • Key-Man Planning

  • Buy/Sell Planning

  • ​Business Exiting

  • Family-Owned