At Assante, we simplify your life.
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.
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. We can work with your existing professionals as well.
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 plan that encompasses your entire financial well-being: investments, insurance, tax planning, estate planning, personal and family wealth and any business interests you many have.
Discover the Assante difference.
Contact me to discuss: