Wealth management is an ongoing process of preparing for and reacting to your life events as they evolve, and your needs unfold. Whether you are planning for retirement, selling a business, receiving an inheritance, buying a recreational property or proactively planning for your legacy, we have solutions to help you accomplish your specific goals.
- Securities- Bonds- Mutual Funds- Exchange Traded Funds (ETF’s)- Registered Investment Advisory Services
- Life Insurance - Life Insurance Reviews - Annuities- Long-term Care Insurance
- IRA/Roth IRA/Inherited IRA- SEP- 403B- 401K- Qualified Charitable Distributions from an IRA
- Capital Gains and Losses- Concentrated Equity Positions- Coordinating Meetings with Your Tax Preparer When Appropriate
- Re-titling Of Accounts- Beneficiary Review- Gifting Strategies- Charitable Stock Gifting- Coordinate Meetings with Your Estate - Planning Attorney When Appropriate
- College Savings- 529 Accounts- Accumulation and Distribution