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Personal Wealth Management

We focus on building long-term relationships founded on trust, integrity, and mutual respect.

Full Service

A full-service relationship includes financial planning, investment management, and ongoing advice with at least one advisor dedicated to the relationship.
  • For individuals with investable assets of $250,000 or more.
  • Asset location positioning to maximize after-tax returns
  • Tax-loss harvesting strategies for taxable accounts
  • Access to all portfolio strategies including Tactical, Option, and Dividend Equity
  • Relationship with an advisor and the support of an experienced team
  • Proactive contact and service for your individual needs
  • Coordination with tax and estate professionals
  • Includes everything under planning only section
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Planning Only

A planning only engagement involves developing a full financial plan that encompasses your goals, assets, and risk tolerance to review if you are on track.
  • eMoney Financial plan
  • Client portal to view and aggregate all accounts to see everything in one place
  • Analysis of retirement, investment, tax, insurance, and estate situations.
  • Monte-Carlo modeling with the ability to include multiple plan scenarios for informed decisions
  • Secure vault to store important information
  • Screen sharing for remote plan updates with advisor
  • Ability to create personal financial reports on demand
  • Optional budget development based on personal spending
eMoney

Investment Only

Our engagement includes ongoing investment management and access to basic planning software.
  • Self-directed planning portal
  • Monitor all of your financial accounts in one place with account aggregation
  • A risk-based asset allocation with the flexibility to adjust asset allocation within 10% based upon the tactical asset allocation overlay.
  • Tactical asset allocation is a dynamic investment strategy that actively adjusts a portfolio’s asset allocation with the goal of enhanced risk- adjusted returns.
  • Environmental, Social, and Governance (ESG)
  • Tax free fixed income solutions
Households in 30 States
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Retail Assets Under Management
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Combined Professional Designations across staff
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This site is for informational purposes only and is not intended to be a solicitation or offering of any security and; 1. Representatives of a broker-dealer (“BD”) or investment advisor (“IA”) may only conduct business in a state in the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded from the state’s licensure requirements. 2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to invest inquiries that involve (a) effecting, or attempting to effect, transactions in securities,; or (b) rendering personalized investments advisor for compensation. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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