Our wealth management program exists to serve individuals and families with a minimum of two hundred and fifty thousand in liquid investable assets looking to further build their wealth plan and financial security.
How It Works
When we open a new account, we meet with each of our clients for an in-depth meeting to understand their investment goals, risk tolerance, and time horizon. We then employ strategic investment techniques to build a customized portfolio with ideal asset allocation and proper diversification. Learn more about our sustainable investment themes. Our wealth management clients have direct access to their dedicated advisor to answer questions or review their positions and accounts whenever needed. Providing our clients access to their advisor and unmatched service is one of our core ideals.