Financial Planning

Bringing a unique blend of clarity, simplicity and organization to the pursuit of your financial goals, no matter how ambitious or modest they may be.

Stock and Bond Portfolio Management

Individually managed investment portfolios and risk-management solutions, designed and executed to meet individual needs and conditions.

Managed Mutual Fund Portfolios

A customized blend of investment themes represented by unaffiliated mutual fund managers considered to be “best of breed” in their respective categories.

Banking Services

A menu of full-service features that include Check Writing, Online Bill Pay, a Visa Gold Debit / ATM Card, Mortgage Lending, and Equity Lines of Credit.

Annuity Strategies

Investment solutions offered through premier insurance companies that can provide tax-deferred growth and secure lifetime income.

High Net Worth Services

Sophisticated strategies to address the unique needs of high net worth clients, including the diversification of highly concentrated positions.

Trust and Estate Planning

Personal Trust Services, providing a combination of financial and estate planning, as well as health and aging services.