Wealth Management

W E A L T H M A N A G E M E N T

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Building a comprehensive wealth management plan requires paying attention to the details of our client’s lives. We provide meaningful solutions that match our clients’ needs, and put them in control.

A “you-first” approach to wealth management means our clients’ needs are placed first. You-first means access to objective investment solutions. It means accessing a suite of investment products that support multiple goals, and are available to our clients during all life stages.

We Take The Time To:

Understand You - The first step is to get to know you, your feelings towards investing and financial situation. The more we know, the better we can help you.
Create Your Strategy - Our team of experienced advisors will build a unique strategy based on your financial profile and needs.
Implement and Advise - Our team will help you implement your plans and will guide you on your financial plan, making adjustments as your needs change.

ADVISORY SOLUTIONS

Access to a suite of objective, fee-based asset allocation and model portfolio solutions based on your investment needs.

Mutual Fund & ETF, Wrap Programs, Advisor Managed, Portfolio, Separately, Managed Accounts, Unified Managed Accounts
*Fee-based financial planning is offered by appropriately licensed and qualified Investment Advisor Representatives of Park Avenue Securities (PAS).

BROKERAGE ACCOUNTS

Custodied through Pershing, a subsidiary of BNY Mellon – a leading provider of global financial business solutions for over 75 years. Pershing has been named the #1 clearing firm, ranked by a number of broker/dealer customers.

No account minimums, 200+ mutual fund, families, Donor-advised funds, ETFs, Individual Securities (stocks, bonds, options)

CASH MANAGEMENT

Cash protection and securities-based lending capabilities with your brokerage and advisory accounts provide safety and liquidity when needed.

FDIC-Insured Bank Deposit Sweep Programs, Securities-based lending, CDs, Cash management features with Corestone Accounts®

ANNUITIES AND INSURANCE

Annuities are tax-deferred investments to help generate guaranteed income during retirement, and insurance solutions provide many protection and planning benefits.*

Variable & Fixed-Annuity Solutions, Variable Universal Life, Variable and non-variable life insurance (cash value whole life).
*All guarantees are backed exclusively by the strength and claims paying ability of the issuing insurance company.

EDUCATION ACCOUNTS

Competitive solutions to help you save for primary school and college.

529s, Coverdell ESAs, UGMAs

RETIREMENT PLANS

Objective, flexible qualified plan solutions for small and large businesses.

403(b), 457, 401(k), profit-sharing, cash balance, defined benefit and combo plans, Fiduciary support services, Participant education resources