Our team of professionals provides individuals, businesses and philanthropic clients with the peace of mind through our comprehensive services.  Our mission is to ensure your financial goals are realized while adhering to the highest ethical and legal standards.  Our expertise, flexibility, integrity, and distinctly personal touch provide you the assurance you deserve.

Trust Services: We have a long tradition of assisting families and businesses of high net worth which benefit from our professional trust services.

• Personal Trust: Personal trusts act as a tool to preserve wealth, protect your family's financial security, minimize estate taxes, and provide a legacy for favorite charities.  Our professionals work with you and your attorney to tailor the right trust provisions to accomplish these goals.  We will manage all aspects of your trust in accordance with its terms and applicable law.
• Custody Services:  We will handle the burden of collecting and remitting dividend income and provide convenient year-end tax reporting.
• Estate Settlement: By acting as an estate's personal representative we relieve family members from this emotional and time consuming task.

Retirement Planning:  Our professionals can help an employer design a retirement plan unique to its needs and its employees retirement goals.  Based on the number of employees, time horizons, and overall objective in offering a retirement plan, we can recommend the best options in light of current regulations.  Once a plan is adopted, our retirement professionals can help employees set investment goals and provide comprehensive employee education.

• Individual Retirement Accounts: Traditional, ROTH, and Rollover IRA's
• Qualified Retirement Plans: 401k, profit sharing and money-purchase pension plans
• SEP & SIMPLE Plans

Visit with a Private Client Services Representative today!

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