Services
Financial Planning 
Bringing a unique blend of clarity, simplicity and organization to the pursuit of your financial goals, no matter how ambitious or modest they may be.
Stock and Bond Portfolio Management 
Individually managed investment portfolios and risk-management solutions, designed and executed to meet individual needs and conditions.
Managed Mutual Fund Portfolios
A customized blend of investment themes represented by unaffiliated mutual fund managers considered to be “best of breed” in their respective categories.
Banking Services 
A menu of full-service features that include Check Writing, Online Bill Pay, a Visa Gold Debit / ATM Card, Mortgage Lending, and Equity Lines of Credit.
Annuity Strategies
Investment solutions offered through premier insurance companies that can provide tax-deferred growth and secure lifetime income.
High Net Worth Services 
Sophisticated strategies to address the unique needs of high net worth clients, including the diversification of highly concentrated positions.
Trust and Estate Planning
Personal Trust Services, providing a combination of financial and estate planning, as well as health and aging services.