Our Wealth Management Services
Our wealth management services are designed to address your unique financial needs. In addition to our comprehensive financial planning process, we offer a broadly diversified portfolio of quality investment and insurance solutions to help assure you that every aspect of your wealth picture is understood and considered as part of your overall financial plan. Through our affiliation with Lincoln Financial Advisors Corp., our broker/dealer (Member SIPC) we have access to the following resources and services:
Asset Management Programs
- Mutual fund wrap program
- Separate accounts
- Multi-strategy accounts
Investments
- Mutual funds
- Direct participation programs
- Alternative investments*
- Hedging strategies
- Variable annuities
- College funding/529 savings plan
- Common and preferred stocks
- Corporate, municipal and zero coupon bonds
- U.S. government and mortgage-backed securities
- Certificates of Deposit (CDs)
*For sophisticated investors only.
Insurance and Annuities
- Life insurance and fixed annuities
- Disability income insurance
- Long-term care insurance
Employee Benefits
- Profit sharing 401(k) & 403(b) retirement plans
- SIMPLE and SEP retirement plans
- Group medical, dental and vision
- Group short-term disability (STD), long-term disability (LTD)
- Group long-term care • Employer-sponsored life insurance