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Wealth Management Platform

Client Centered

Our business is built on a foundation of thoughtful client relationships.

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A Disciplined Process To Reach Your Goals

A Disciplined Process To Reach Your Goals

Working within our RIA, our FeeEngine and Managed Account Solutions form the foundation of our wealth management platform. They feature a wide variety of investment choices, allowing your advisor to tailor your investment portfolio to your specific needs.

  • FeeEngine is an advisor-driven platform that allows investment advisors to trade stocks, ETFs and mutual funds in the accounts. It can also include bonds and alternative investments bought through the RIA. 
  • The Managed Account Solutions (MAS) is a platform offering an array of third-party money managers. On this platform, we take in all that we learn about you — from your investment objectives to your time horizon — and help you determine portfolio choices based on your individual profile.

Your portfolio may include a combination of mutual funds, exchange-traded funds, stocks, bonds, and other investment vehicles, customized to fit your lifestyle. Depending on the objectives, we manage some investment vehicles in-house, and use proven, high-quality investment managers in other instances.

 As we craft your investment plan, our focus remains squarely on your financial goals. We strive to:

  • Explain all costs and fees fully
  • Customize, where possible, services based on your needs and goals
  • Communicate with you frequently and clearly
  • Act in your best interest at all times

In addition to designing an investment portfolio, our wealth management services extend into these other areas of your financial life:

  • Estate Planning
  • Succession Planning
  • Education Funding
  • Charitable Giving
  • Annuities
  • Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance
  • Health Insurance

Investments are subject to risk and may fluctuate in value. No government guarantee. May lose value.


Client Centered

Our business is built on a foundation of thoughtful client relationships.

Learn more