The Assante Difference
A Complete Approach to Wealth Management
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, I can help you make the right decisions.
Through a personalized and comprehensive approach to wealth management, Assante provides access to a broad range of services and solutions that are supported by an in-house network of wealth planning experts including investment analysts, accountants, lawyers, and estate planning consultants.
As your trusted advisor, I 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 strategy that encompasses your entire financial well-being.
Ask For More.
Call me to discuss:
- Tax and estate strategies
- Retirement income strategies
- Business succession strategies
- Investment advice
- Cash management
- Charitable giving
- Mortgage and debt management
- Insurance strategies*
*Insurance products and services are provided through Assante Estate and Insurance Services Inc.