Investment Management

In partnership with our brokerage, LPL Financial, and leading financial firms, we’ll create a comprehensive portfolio to match your goals and current financial picture.  We monitor the market and your holdings on a regular basis, address concerns and questions as they arise, and will make recommendations over time to ensure your portfolio continues to support your goals.

We offer a complete range of investment options to meet your financial goals including:

  • Retirement Plans: IRA’s (Traditional and Roth), SEP’s, SIMPLE’s, 403(b)s, 401(k)s, Roth 401(k)s, Individual 401(k)s; Profit Sharing, Money Purchase and Defined Benefit Plans.
  • College Plans: 529 Plans
  • Investment Vehicles: access to stocks, bonds, mutual funds, exchange-traded funds, alternative investments (limited to qualified investors), CD’s, money market preferred stock, convertible bonds, fixed annuities, variable annuities.