SERVICES THAT SPAN
all your priorities in life

You lead a multidimensional life. That’s why we offer services to mirror your needs and objectives – from accumulating wealth to planning for retirement to making your money last as long as possible through retirement. In fact, over the course of your lifetime, you will undoubtedly pursue all of these goals – and far more. And with a full range of financial services, we can help you prepare for all the significant events of your life.

Investment Consulting

  • Investment Management
  • Socially Responsible Investing

Advanced Wealth Planning

  • Retirement Planning
  • Insurance and Annuities
  • Estate Planning
  • Charitable Giving
  • College Planning
  • Preserving Wealth
  • Tax-Efficient Strategies

Planning for Your Business

  • Succession Planning
  • Company Retirement Plans
  • Credit, Lending, and Cash Management
  • Investment Banking

Rather than focus on investments alone, we take a thorough, 360-degree approach to wealth management and sound financial planning. I think of it as a ‘wellness approach’ that helps achieve a balance between money and life, and makes decisions so much easier.

~   Karen Coyne, CFP©   ~