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Lifelong financial planning is about more than just investments. As we work with you to identify and define your goals, we utilize a wide range of services to implement your unique plan.

Investment Management

Finding an investment is easy. Finding the right investment is harder. The most important part is defining your purpose. We identify your goals and how much you need to earn to reach those goals while considering risk. Our team of experience investment professionals will objectively build, monitor, and maintain a well-diversified portfolio of comprehensive investments for your specific need.

Retirement Planning

Our mission is to provide you a blueprint to reach your ultimate retirement goal, whether that is traveling the world or giving back to causes that are dear to you. We work alongside our clients to develop a plan that addresses variables that can impact an individual’s retirement like inflation, tax rate, and longevity. Hitting retirement age happens and we can help you to be prepared.

401(K) Services

We understand the desire of our business owner clients to attract and retain satisfied and productive employees. We can assist by offering competitive, cost-effective benefits that promote personal financial security. This involves ongoing meetings with plan trustees, assisting plan sponsors with their fiduciary responsibilities, building investment menus, and providing employee education. We can help you drive optimal performance and maximum participation.

Tax Planning

Tax planning can often be downplayed or forgotten. One of our strengths is integrating tax considerations into your financial plan, even working directly with your tax preparer to take the burden off you. This allows us to recommend appropriate investments to reduce current taxes and plan how to provide future income in a tax-efficient manner. Taxes can be complicated and the tax code is frequently changing. Let us use our expertise to guide you around the pitfalls.

Estate Planning

Reviewing your legal documents is a critical step in establishing your financial plan. Some basic documents include a Will directing the disposition of assets; a Power of Attorney naming a trusted individual to act on their behalf; and a health care directive. We work closely with our clients’ attorneys to make sure their needs and wishes are carried out. We would be happy to help you plan your legacy.


Our lifelong planning covers each state of life, which means we discuss everything from covering life and disability to exploring how insurance products can be used to reduce taxes and protect your estate. We also review existing policies to ensure that premium costs are fairly priced, as well as reviewing the rating and financial standing of the companies covering those policies. Ensuring you’re taken care of without placing extra burden on your family is a key part of our financial planning.

Education Savings

Every parent wants to provide a solid foundation for their child as they enter adulthood. For many this means making education a priority and understanding what it will cost. Our expertise with 529 plans and other education-based funding vehicles have helped many of our clients cover the cost of college.

Legacy Wealth

Beyond financial planning, our team understands the complexities that accompany legacy wealth. We integrate a suite of specialized resources such as Trust Services, Business Owner Solutions, Global Investment Banking, and many external strategic partners. We would be happy to introduce you to our extensive resources specifically designed to help negotiate the intricacies of family, business, and legacy wealth.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (412) 633-1986

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