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comprehensive service

preserving & enhancing wealth

Celebrating 25 years


Our team of financial advisors understand that creating a comprehensive wealth management strategy is more than about choosing the right investments, it’s about integrated wealth management that's right for you. And we know no two financial plans are alike, which is why we work with you every step of the way — from managing investments to retirement planning to estate planning — and help you create and put your unique plan into action. Because nothing beats the security of knowing a dedicated team has your back.

Investment Management

Creating and managing an appropriate investment plan for you using our proprietary, unbiased approach.
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Providing you access to credit, deposit and other banking resources to simplify cash management, leverage assets and preserve established wealth.

Financial Planning

Determining your cash flow and planning for meeting future needs.

Tax Planning & Preparation

Reviewing tax planning strategies to minimize your tax liabilities and preparing Federal and State personal tax returns.


Reviewing coverage to ensure you and your family are properly protected.

Family Gifting

Developing lifetime gifting strategies to your children and/or family.

Charitable Gifting

Exploring an appropriate tax-advantaged charitable gifting strategy.

Business Succession

Creating the right transition plans for your business.

Retirement Planning

Focusing on the distribution, beneficiary decisions and more to ensure you maximize your benefits.

Titling of Assets

Ensuring your assets are titled to reflect your intentions.

Executor / Trustee

Selecting a family and/or corporate representative to carry out your estate plans.

Durable Power of Attorney

Identifying the appropriate designee to make financial decisions on your behalf.

Distribution of Wealth

Maximizing the distribution of your wealth at death.

Brokerage Services

Investment, brokerage and insurance services tailored to your goals and needs.
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Non-deposit investment products are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by the Bank or any affiliate, and are subject to investment risk including the possible loss of principal amount invested.

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