Wealth Management

Supporting the things that matter most to you

Our wealth management service is the seamless integration of financial planning and investment management.  It involves carefully developing a financial plan to meet your needs and then designing an investment management plan and portfolio to support it.

For your plan to work, it must truly be about you. Your plan must consider your needs, goals, concerns, hopes, and objectives. It must also reflect economic realities, taxes, cash flow considerations. Our Wealth Management service takes all of this into account as you plan for retirement, charitable gifting, insurance needs, estate planning and more. To learn more about the breadth of our financial planning, click here:  Financial Planning

We will move forward together, adjusting your plan as your circumstances change. Major life changes such as death or divorce can bring feelings of uncertainty. By identifying key issues, evaluating your options, asking the right questions, and creating a plan, we help you move forward with confidence.

Our Proven Wealth Management Process

Our B&F Process is a step-by-step approach to address everything that affects your finances.

Wealth management chart