Financial Guidance with a family feeling

When somebody says you’re like family, they mean they know you well and care about your well-being. They look out for you and genuinely want you to be happy. You have a good rapport and a relationship that is built on trust. That’s how we are with our clients.

We understand who our clients are as people, not just as investors.

We know their goals and genuinely want to help fulfill them. We care about their every need, whether it’s retiring well, selling their business or putting a son or daughter through college. We derive great satisfaction from considering our clients as family – and even further contentment when they tell us that the feeling is mutual.

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HOLISTIC PLANNING

There’s more to your financial life than just your investments. Our holistic planning approach encompasses a more thoughtful review and analysis of all financially related matters – to help you see the big picture and enable us to address every detail.

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Financial Planning

Investment Management

Retirement Planning

Risk Management

It’s a pleasure to meet you

Liz Tkacz Breitner
Liz Tkacz Breitner, CFP®
Associate Vice President, Wealth Management

Our Difference

There are many things that set us apart from the average financial firm and add up to a one-of-a-kind opportunity for serving you.

The CFP® Advantage

When it comes to financial planning, it really makes sense to work with a CERTIFIED FINANCIAL PLANNER™ professional.

How we help

Here’s how we’ll work together to design, implement and manage the personalized financial plan we’ll create specifically for you.
What wisdom can you find that is greater than kindness?
Jean-Jacques Rousseau

Commentary & insights

Alternative investments: Thinking beyond the traditional asset classes

Discover the reasons investors diversify their portfolio with alternative investments.
Markets & Investing

True fixed income: Are you comparing apples to oranges?

04/22/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

High inflation is never good, but markets have been overreacting

04/19/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Market volatility is a normal feature of long-term investing

04/19/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Don’t let estate blunders get in the way of your wishes

These cautionary tales of estate planning mistakes offer a few important lessons.
Estate & Giving

Define your personal philanthropic mission

A compelling plan to make a genuine impact on the world has a variety of components.
Estate & Giving
Background Rotating Sphere Pattern

What can we do for you?

 

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