How We help our Clients











Offering Advice Concerning *

·         Equity and Fixed Income

·         Mutual Funds

·         Separate Account Management

·         Exchange Traded Funds

·         Insurance and Annuities

·         Mortgages

·         Private Equity

·         Options

·         Limited Partnerships

·         Unit Investment Trusts

·         Closed End Funds

·         Covered Options

·         Municipal Securities

·         Corporate Debt Offerings

Wealth Management Services

·         Private Family Office

·         Investment Policy Statement

·         Asset Allocation Strategies

·         Tactical Allocation Strategies

·         Risk Management Strategies

·         Trust Administration  Services

·         Portfolio Analysis and Review

·         Second Opinion Reviews

·         Consolidated Reporting

·         Tax and Estate Planning

·         Comprehensive Financial Planning

·         Elder Care Planning

·         Generational Trust Planning

·         Third Party Financial Negotiations

Executive Services

·         401K, Profit Sharing & Qualified Plan Design

·         Business Management Consulting

·         Non-Qualified Deferred Compensation Planning

·         Sales of Restricted and Control Stock Strategies

·         Retirement Plan Services

·         Cash Management

·         Employee Stock Option Plans

·         Buybacks /Employee Purchase

·         Business Succession Planning

·         Employee Stock Purchase Plans

·         Defined Benefit Plans

·         Corporate Tax Minimization Strategies