Individual Investors and Families

We are independent financial planners and wealth managers committed to providing the insight and guidance you seek to help preserve, manage and grow a lifetime of assets.

Learn More

Company Retirement Plans

Our retirement plan strategies seek to help protect your businesses from personal and corporate liability, while helping your employees leverage investment opportunities.

Learn More

Business Owners

We understand the challenges and demands of running a business. Find out how our consultative approach helps to address multiple business planning needs.

Learn More

Trust Services

Trust services are available through The Private Trust Company, N.A., (PTC) an affiliate of LPL Financial. The Private Trust Company, N.A., serves as trustee, co-trustee, or agent for the trustee while specializing in delegating investment management to financial advisors. This model allows our clients to utilize The Private Trust Company to provide professional trust administrative services while we provide investment management services.

PTC serves in an administrative corporate trustee role, providing all record keeping, accounting and tax preparation; also, PTC ensures that trusts are managed and distributions occur according to the terms of the trust document. Licensed in all 50 states under its 1995 national banking charter, the bank does not engage in any lending or deposit taking, therefore specializing solely in providing fiduciary services.

Together with The Private Trust Company we can assist you with these and other needs:

  • Revocable Living Trusts
  • Irrevocable Trusts
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Special Needs Trusts
  • Private Foundations Guardianship
  • Family Office Group Relationships
  • Custodial Relationships
  • Agency Relationships