Broker Check

Menu of Services

What we provide:


-            A financial plan that fits your life goals

-            Finding the right investments

-            Construction of a portfolio with complementary investments

-            Personal attention with regular communication

-            Minimization of taxes on your investments

-            Review of estate plan

-            Online and mobile access

-            Insurance products

-            Coordination of financial care with attorneys and accountants

-            Active cash management

-            Individual, Trust and Estate taxes