We excel at serving the complex wealth management needs of families, business owners and investors as advisors who are committed to assuring that all aspects of your financial plan are properly integrated.
Our wealth management team includes CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals which is a designation well-respected in the industry. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNERTM, which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
A number of our wealth management advisors have also earned the Accredited Investment Fiduciary® (AIF®) designation. AIF designees demonstrate a thorough understanding of prudent practices for investment advisors and stewards, with a special emphasis on employee benefit plans. This designation recognizes a focus on all of the components of a comprehensive investment process, related fiduciary standards of care, and a commitment to excellence. By following a structured process, critical components of an investment strategy may be properly implemented.