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 specific areas of expertise; however, each may be making recommendations without the full knowledge of the others’ advice.

Through a proactive, personalized, comprehensive round table 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 that work in concert. Our goal is not to replace your professionals but to advice you so that you may advice them for final implementation.

As your advisor, I coordinate and pull all the pieces together to provide you with the big picture that integrates all aspects of your situation. Together, we will review and evaluate your current financial affairs to formulate solutions in the areas that encompass your entire financial well-being.

Discover the Assante difference.

Call me 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