Wealth and Advisory Management

Wealth creation is a journey.  Understanding where you are today and where you want to be is part of the process of mapping your trip.  Let’s plan for your success by developing a strategy for each of the following financial landmarks: Investing, Brokerage Services, Trust and Estates, Bankin and Wealth Planning.


We begin by understanding your life goals, risk tolerance, liquidity needs, tax liability and financial responsibilities.  Then we jointly develop an investment strategy unique to your objectives, from cash flow to capital growth.
You benefit from proactive expert advice, resourcefulness and sophisticated investment strategies.
We balance your financial objectives with your timeline and risk tolerance to develop a path to success that evolves with financial conditions to meet your goals.

Brokerage Servics

Etrade Securities provides the brokerage services for our members.  They have a number of products and services to enhance your total financial plan.

Trust and Estate Planning

Create a plan for your wealth to make your vision a reality.


Local expertise.  World-class resources, and Next Generation banking.  All at the tips of your fingers.

Wealth Planning

Wealth creates complexity.  We will help you fulfill your life's goals and protect your wealth today and tomorrow.
The complexity of your finances increases exponentially as your wealth grows.  This will require attentive and thorough consideration in developing a coordinated strategy to help you to achieve your goals.
Our clients benefit from the perspective and guidance of experienced professionals who help anticipate opportunities and navigate the many dimensions of wealth management planning:
  • Financial Planning
  • Family Education and Governance
  • Tax and Wealth Transfer Strategies
  • Philanthropy
  • Business Owner Services