Wealth Management

Investment Management

  • Common & Preferred Stocks, Mutual Funds
  • Taxable and Tax-exempt Fixed Income
  • Strategic Asset Management
  • Discretionary / Non-discretionary Asset Management
  • Non-correlated Assets: REITS

Wealth Planning

  • Wealth Presentation & Wealth Transfer
  • Estate and Succession Planning
  • Charitable and Philanthropic Giving Strategies
  • Trust Planning
  • Highly Concentrated Stock and Asset Positions
  • Interest Rate Risk Management
  • Hedging and Monetization Strategies

Risk Management

  • Whole Life, Variable, Universal Term & Survivorship Insurance
  • Annuities: Fixed and Variable
  • Life Insurance Trusts
  • Long-Term Care Insurance
  • Disability Insurance

Financial Planning

  • Comprehensive Financial Planning
  • Net Worth and Asset Allocation Analyses
  • IRAs, Qualified Plans, Company Plans & Rollovers
  • Education Saving Accounts, 529 College Savings Plans, Custodial Accounts

Business Services

  • Retirement Plans: 401(k), Profit Sharing, Pension, SEP
  • Deferred Compensation Plans

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