Wealth Management Services

Our wealth management services are designed to address your unique financial needs. In addition to our comprehensive financial planning process, we offer a broadly diversified portfolio of quality investment and insurance products to help assure you that every aspect of your wealth picture is understood and considered as part of your overall financial plan. Through our affiliation with Lincoln Financial Advisors Corp., our broker/dealer (Member SIPC) and registered investment advisor we have access to the following products and services:

Asset Management Programs:

  • Mutual Funds
  • Separate accounts
  • Multi-strategy accounts


  • Mutual Funds
  • Direct participation programs
  • Alternative investments
  • Hedging strategies
  • Variable annuities
  • College funding/529 savings plans
  • U.S. government and mortgage-backed securities
  • Certificates of Deposit (CDs)
  • Precious metals and coins

Insurance and Annuities:

  • Life insurances and fixed annuities
  • Disability income insurance
  • Long-term care insurance

Employee Benefits:

  • Profit sharing, 401(k), 403(b) retirement plans
  • SIMPLE and SEP retirement plans
  • Group medical, dental and vision
  • Group short-term disability (STD), long-term disability (LTD)
  • Group long-term care
  • Employee-sponsored life insurance