Please view our brochure for the most concise information about our Wealth Management Program:

People who are looking for advice and implementation from their financial planning team may prefer a Wealth Management partnership with our firm because we will take care of all the paperwork, transfers, buys, sells and will help you both create a strategy and implement it.  The advantage to Wealth Management is that your investment platforms will cover the fees under a "Assets Under Management" agreement.  Generally speaking, we charge around 1% of Assets Under Management for our annual fee.  We appreciate that clients are attempting to get the best value for the lowest costs and we will do our best to help you accomplish that goal and your other goals. 

Please review our brochure for the our Wealth Management Program, the different levels, and what you should expect if you partner with our firm.