Wealth Planning

Our unique, comprehensive approach to wealth planning integrates investment, tax strategies, insurance and wealth transfer strategies.


Financial Analysis

Evaluate our clients' current net worth and outline their personal financial goals and lifestyle needs. This will include a snapshot of their household balance sheets - assets and liabilities, income and expenses.

Risk Management

Access a client's need for life insurance, as well as coverage for disability, critical illness or long term care.

Tax & Financial Strategies

Pinpoint the opportunities to minimize the amount of tax clients will pay.

Wealth Transfer

Deals with the efficient transfer of wealth during a client's lifetime and/or upon death.


Insurance products and services are provided through Assante Estate and Insurance Services Inc.



"How can they advise, if they see but a part."

Benjamin Franklin