Broker Check

What We Offer

Financial Planning

We take a comprehensive view of your complete financial picture to develop a deeper understanding of what is required to pursue your goals.

Complete Financial Picture We link all your financial accounts for a complete and up-to- date view of your financial situation. Our analysis and recommendations are comprehensive and reflect current market conditions.

Deeper Understanding, Personalized Recommendations Our 360˚ view of your financial world can help monitor overall performance, monitor the impact of debt and taxes and enhance your lifestyle. With your goals as the centerpiece of our process, we provide you financial reports that clearly illustrate where you are now and how our recommendations can help you pursue your goals.

Monitor Progress With a daily snapshot of your progress, we can alert and remind you of financial factors that may impact your ability to achieve your goals. This relieves you of organizational burden, allowing you to focus your energies on what matters most in your life.

Increased Collaboration Our wealth management system provides both you and our team with a secure view of your financial progress. We can collaborate with you online at anytime, no matter where you are.

Separately Managed Accounts

An SMA is a private portfolio made up of actively managed individual securities. The separate account model, used by large institutions and pension plans, extends the potential advantages of flexibility, tax efficiency, and control to your portfolio. Some of these features may not be available to individual investors through other solutions.

Model Wealth Portfolios

We have access to a suite of portfolio strategists, each of whom offers a unique philosophy, process, and market outlook. These experienced portfolio strategists understand the importance of discipline when investing to address a specific goal. They follow well-defined, repeatable processes for building and managing portfolios, consider the long-term risk/return expectations for the investments they include, and employ sophisticated screening methods that help them narrow their options. These factors, combined with continual portfolio monitoring, form a framework for keeping your portfolio on track to pursue its objectives. Your financial advisor is able to assess your needs, and by working with the portfolio strategists on the platform, create a portfolio strategy that’s customized to your level of comfort and unique investment objectives.

Strategic Asset Management

Throughout all cycles of the financial markets, a well-devised and executed asset allocation strategy, tailored to your investment objective, is central to helping you pursue your long-term goals. Asset allocation is at the core of Strategic Asset Management. This involves spreading your investments across several asset classes—such as stocks, bonds, and cash equivalents—to reflect your particular goals. Mutual Funds and Exchange Traded Funds may also be used to diversify your assets. Asset allocation allows your portfolio to participate in a variety of market sectors while potentially minimizing overall volatility. Keep in mind asset allocation doesn’t ensure a profit or protect against a loss.

Insurance Products

  • Life Insurance (Fixed and Variable)
  • Long-Term Care Insurance
  • Disability Insurance
  • Simplified Issue Life Insurance
  • Complimentary Life Insurance Review

Trust Services

The Private Trust Company (PTC) partners with you and the professional advisors you rely upon to assist you in carrying out your wealth management and legacy planning goals at every stage of your life. While your financial advisor generally cannot serve as your trustee, with our unique model, your financial advisor can continue to provide advice and manage trust assets, allowing you to benefit from checks and balances and a consistent approach across your wealth management and investment strategies.