Fiduciary Wealth Management

Personal / Family Wealth Management

Fiduciary Managed Accounts

Our team creates fee-based discretionary selection and monitoring of your investment portfolio with your best interests in mind. We provide you with transparent and personal guidance with accounts, including but not limited to:

Active and Passive ETFs
Institutional class mutual funds
Index funds
Closed-end funds
Individual stock & bond holdings

Private Placement Investment Opportunities

If you meet Accredited Investor status and are looking to diversify a small portion of your overall portfolio, we can help. Our team regularly conducts extensive due diligence on private placement investments and will happily share the decades of research and experience about how past offerings we have recommended have performed and behaved for previous clients.

Corporate / Business Wealth Management

Fiduciary Managed Accounts

We provide fee-based discretionary selection and monitoring of your organization's investment portfolio, including but not limited to:

Active and Passive ETFs
Institutional class mutual funds
Index funds
Closed-end funds
Individual stock & bond holdings

Corporate Cash Management Accounts

We assemble and monitor short-term corporate cash management accounts utilizing ultra-short duration bonds and money market accounts. The objective is to allow for funding of short-term company obligations, while earning interest on funds that would otherwise be parked in a corporate checking account earning little or not interest.

Employee/Owner Benefit Programs

We implement and service employee/owner benefit programs for health and welfare programs including but not limited to:

Section 419 health & welfare plans
Traditional healthcare plans
MEWA (multiple employer welfare arrangement) healthcare plans
Self insured employee healthcare plans
Gap insurance plans to compliment high deductible H.S.A. plan
Ancillary benefit packages
Voluntary employee benefits
Restricted property trusts

Corporate Retirement Plans

We design, implement, and service all types of defined benefit and defined contribution corporate retirement plans, including but not limited to:

Traditional and Roth 401(k)
Profit sharing plans (age weighted / salary ratio / cross-tested / new comparability)
Cash balance defined benefit plans
ESOP Plans

Additional Products Offered

Our team creates fee-based discretionary selection and monitoring of your investment portfolio with your best interests in mind. We provide you with transparent and personal guidance with accounts, including but not limited to:

Insurance Products:

Fixed annuities
CD type annuities
Guaranteed income contracts

Banking Products:

Money markets
Brokerage CD's

Securities Products:

Variable annuities
Federally guaranteed bonds