To help you accumulate, manage and preserve personal wealth, we provide a full range of wealth management services. 


Our principle services include:

  • Portfolio Management

    • You allow Udaya, as a professional Portfolio Manager, the authority to make investment decisions on your behalf, based on clearly-documented needs and goals.

  • Fee-based Program

    • We provide advice; however, you review and approve every transaction.

  • Retirement planning

  • Education planning

  • Insurance and Estate planning

  • Financial planning 

  • Philanthropic Giving 

  • Access to commercial and personal banking specialists

  • Business succession strategies 

  • Trusts and Wills