2319 Whitney Avenue
Just as no two people are exactly the same, we believe investment products and services should be built specifically to meet different and specialized needs.
Select from investment options across all asset classes, sectors and disciplines, with access to thousands of mutual funds from more than 100 fund families.
Work towards your goals with a variety of investment alternatives through advisory programs, which offer personalized profile, customized investment models, independent analysis, investment guidance, financial planning tools and periodic rebalancing.
We use precise financial planning tools that allow for variables including economic changes, tax laws and changes in your life. This means we can work through all of life’s milestones.
Choose the education savings vehicle that’s right for your situation – 529 college savings plans, Coverdell Education Savings Account or UGMA/UTMA.
Fund your retirement or offer a retirement plan for your business with access to individual, employer-sponsored, small-business-owner, nonprofit and government retirement plans from providers that specialize in the retirement plan market.
Manage risk with a selection of products including fixed and variable annuities, life insurance, long-term care insurance and disability income insurance offered by top-rated insurers.
Complement your financial plan with banking and cash management solutions, including direct deposit, check writing, bill-paying services and debit card.
Effective charitable giving can have a positive impact on causes that are important to you. A giving strategy can help your donation go further or allow giving to be a part of your estate plan.