Whether you are in the accumulation phase of wealth building, nearing retirement, or planning your legacy, we can help you achieve your financial objectives.
Wealth Planning
Managing your financial life goes beyond simply managing your investment portfolio. Your personal wealth strategy gives you a roadmap for financial success.
Investment Management
Investment management is a critical component to your financial success. Having the right investments in place dictates your ability to protect and grow your wealth in varying market conditions.
Trust Services
Whether you are just starting out with your wealth building or already planning your retirement, we have a well-established track record of helping individuals and families implement estate plans to achieve wealth transfer goals.
Family Office
We understand that wealth presents a number of unique and complex challenges for families today. Simply stated, we become your family’s operational hub.
Introducing Wealth Access
With Wealth Access, you can view your accounts anytime, anywhere, and from any device. You’ll also be able to gain increased visibility into your full financial picture, collaborate with your advisor and store documents securely.
Ready to Plan Your Future?
You have complex financial needs, so we’ve built a dedicated team of professionals who are experts in their respective wealth management discipline to support you in every stage of your financial life.
Wealth Management Leadership
Our team of wealth management professionals have been hand selected for their depth of experience, credentials, and investment knowledge, so that you can feel confident that you are in the right hands. From our executive team to our portfolio managers and client advisors, we are committed to helping you achieve your unique financial goals, resulting in highly satisfied clients and enduring relationships across market cycles and generations.
Our Thinking
Inflation and employment remain critical areas of focus for the Federal Reserve and Washington D.C. as politicians look to next year’s midterm elections. After a challenging September, equities roared back with an earnings season that is driving a wave of positive sentiment expected to last through the end of the year. The benefits of gold as a portfolio hedge are reexamined as inflation stakes its claim on the front burner.
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US Treasury yields have been trending lower despite favorable fiscal policies and strong economic conditions. For its part, the Fed been dealing with an elevated stock market, rising commodity prices and an ongoing surge in inflation. To combat these issues, the Fed has indicated it may begin to raise interest rates as early as next year. Overall, corporate and municipal bonds had a strong third quarter although upcoming reductions in enhanced unemployment benefits may have a negative impact on municipal issues
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Although this year’s third quarter was flat, the S&P 500 is up significantly. The vitality of the US economy is driving our affinity for US Domestic Equities. Risks, however, are on the horizon along with significant unknowns and variables that may challenge sustained market growth. We continued to advocate portfolio diversification across asset classes.
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September saw broad declines across equity markets due to a confluence of factors including inflation, higher Treasury yields, the COVID surge and a rise in corporate tax rates. As we look toward the future, equity investors would be wise to continue considering organizations that are poised to deliver higher earnings over time.
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