Thank you Darrell, for all the help that you have given us since we have become clients. We appreciate the fact that you are always quick to respond to any questions or requests. We also appreciate the time and patience that you spend explaining things, to make sure that we understand and are comfortable with the decisions that we are making with our investments.
— Brian and Kim H.
At Assante, we simplify your life by meeting all of your wealth management needs in one place.
You may have a number of professionals who provide you with sound advice in their areas of expertise; however, each may be making recommendations without the full knowledge of the others’ advice.
As your main source for all of your wealth needs, we can help you make the right decisions.
Through a personalized, comprehensive approach to wealth management, Assante provides access to a broad range of services and solutions supported by an in-house network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants.
As your trusted advisors, we pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. Together, we will review and evaluate your current financial affairs to formulate a plan that encompasses your entire financial well-being, from investments and insurance, to tax planning and estate planning, to your personal and family wealth, to your business interests.
Call us to discuss:
Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt management Insurance planning