888 - 3rd Street SW
Services We Provide
Customized Financial Plan
We will develop and implement a customized Financial Plan that is tailored to your needs and goals.
Estate Planning and Insurance Services
Our in-house Estate and Insurance Advisors will help you with tax planning and estate preservation.
We have a formalized service plan with pre-set contact times to ensure a consistent level of contact and follow-up. This is a key service commitment to all of our clients.
We will communicate on a regular basis to keep you up-to-date on a variety of financial and investment planning topics as well as timely economic and market information.
Professional Portfolio Management
You will have access to some of the World’s best investment managers. These Fee Based Programs offer you an alternative to traditional brokerage commissions and have become a very popular method in managing equities in a portfolio.
We are also pleased to offer you alternatives with how you wish to pay for our services. For an all-inclusive annual fee, our clients are able to access a Meridian account, where they can execute buys and sells with no transaction costs.