Professional services and advisory solutions designed to help you manage, protect and grow your wealth.
Investment Management
The core component to wealth management, professional money managers that will build and design investment portfolios that meet clients unique circumstances, risk tolerance and time horizon. The investment vehicles can include, stocks, bonds, mutual funds, exchange traded funds (ETF's) and alternative investments. The investments are closely monitored to ensure investment objectives are achieved.
Financial Planning
Wealth Planning Consultants will create comprehensive plans that are tailored to financial objectives. The clients current financial position will be assessed and strategies are developed to achieve that specific financial goal.
Retirement Planning
It involves determining retirement income needs, developing savings strategies, estimating expenses and identifying income sources to achieve a comfortable retirement lifestyle.
Estate Planning
A team of estate specialists assist clients in developing strategies to protect and grow assets for future generations. The team will work with clients in the decision making process on who will inherit the assets, how the assets will be distributed and assigning executor(s) to ensure wishes are carried out.
Tax Planning
A tax specialist will work with clients to develop strategies to minimize tax liabilities and maximize after tax returns. To reduce taxes owed they will assess and advise on taking advantage of available deductions, credits, exemptions and other tax benefits to help optimize their tax positions.
Risk Management
An insurance advisory group will identify, assess and mitigate risks to protect clients from potential financial losses. This can include life insurance, health insurance and property insurance.
Personal Banking
As a client you benefit from access to a comprehensive banking plan, free banking and personalized support. The no fee premium banking plan will provide access to a wide range of banking products and a choice of premium credit cards. A dedicated banking support team will advise you on your day-to-day personal banking needs and provide customized support.