Asset Allocation: Determining an effective asset allocation is critical to your investment success. We use numerous products, including stocks and bonds, to help create a successful strategy. We will advise you on market timing and stock selection to assure the highest return rate possible.

Private Asset Management: Our goal is to add value to your portfolio by enhancing returns and reducing risk.  We will devise a personalized strategy to achieve your investment objectives, time horizon, and risk profile, by using our four key principles: Asset Allocation, Portfolio Structure, Use of Specialist Investment Manager, and Continuous Portfolio Management.

College Planning: As college costs continually increase, it is vital to start financially preparing for your child’s future. Products such as Roth IRA, UGMA/UTMA, 529 Plan, or Coverdale ESA, will help you prepare for your child’s education.

Investment Planning: To help you in your quest for a comfortable and secure retirement, we have a diverse selection of investment options. We often use Money Markets, CDs, Stocks, Bonds, Mutual Funds, Annuities, Private Asset Management, REITS, Managed Futures, Oil & Gas, and Equipment Leasing, to provide clients with an array of choices.

Life Insurance Needs: Our expertise in Health and Disability Insurance and Long Term Care Coverage can help protect your assets. We will review your life insurance policies and find the best rates and coverage to build a strong defensive strategy.

Tax Management Services: We offer a full range of tax services, with professionals who specialize in individual and business tax returns, compliance, and planning.

Estate Planning: Our state of the art software and attorney alliances allow us to run comprehensive estate plans, wills, and trusts.