Broker Check

Wealth Management Platform

Seems like these meetings never end.

Seems like these meetings never end.

Michael, Trent, Jeanne and John sit in on a planning meeting.

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 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.


Drew looking thoughtful as ever.

Drew looking thoughtful as ever.

Technology is an important part of every financial practice.