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Wealth Management

Proactively planning to achieve growth.

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Our wealth managers take a holistic approach to financial planning and investment management to help you implement a disciplined, long-term strategy. 

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We will work side-by-side with you to develop the right strategy to reach your unique goals.

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Services

Whether we’re helping with tax efficiency, retirement, or investments, our goal is to make sure we’re always proceeding with a purpose toward your financial objectives.

Financial Planning

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Tax 

Planning

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Retirement Planning

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Wealth Management

$500k to $3 million AUM

Financial Planning

  • Real-Time Cloud-Based Financial Planning with Account Aggregation

  • Tax-efficient Savings Strategies for Retirement and Education Planning

  • Investment Advice for Employer-Sponsored Retirement Plans

  • Insurance and Risk Review Estate

  • College Planning Analysis

  • Charitable Planning

Investment Management

  • Institutional Diversified Asset
    Management

  • Model-Based Portfolios

  • Tax-loss Harvesting Strategies

Tax Return Prep & Planning

  • Coordinated Tax and Wealth
    Management Services

  • Credit toward Federal, State and Local Tax Return Preparation

  • Proactive Deduction Strategies

  • Tax Bracket Management

  • Dedicated Senior Tax Advisor

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Private Wealth 

$3 million +

Financial Planning

  • Real-Time Cloud-Based Financial Planning with Account Aggregation

  • Tax-efficient Savings Strategies for Retirement and Education

  • Investment Advice for Employer-
    Sponsored Retirement Plans

  • Insurance and Risk Review

  • Generational Estate Planning

  • College Planning Analysis

  • Charitable Planning

  • Wealth Planning for Family Members

Investment Management

  • Institutional Diversified Asset
    Management

  • Customizable Model Portfolios

  • Tax-loss Harvesting Strategies

  • Investment Management around Concentrated Stock Positions

  • Institutional Bond Desk

  • Alternative Investment Reviews

  • Direct Investing Solutions (SMAs)

Tax Return Prep & Planning

  • Coordinated Tax and Wealth
    Management Services

  • Credit toward Federal, State and Local Tax Return Preparation

  • Tax Return Preparation for Family

  • Proactive Deduction Strategies

  • Tax Bracket Management

  • Dedicated Senior Tax Advisor

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Ignite

up to $500k AUM

Financial Planning

  • Real-Time Cloud-Based Financial Planning with Account Aggregation

  • Tax-efficient Savings Strategies for Retirement and Education planning

  • Investment Advice for Employer-Sponsored Retirement Plans

Investment Management

  • Institutional Diversified Asset
    Management

  • ETF based Portfolios

  • Tax-loss Harvesting Strategies

Our Wealth Advisors

MEET OUR WEALTH ADVISORS

Our team of advisors aims to be transformative leaders to help you build, preserve and manage wealth. 

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OUR TEAM

Mike Clark

Mike Clark

Partner

Ethan Jackson

Ethan Jackson

Wealth Advisor

Teresa Nieman-Gregg

Teresa Nieman-Gregg

Wealth Advisor

Garrett Cobb

Garrett Cobb

Wealth Advisor

Luke Kremzar

Luke Kremzar

Financial Planning Associate

Elise Schulok

Elise Schulok

Financial Planning Associate

Heather Denny

Heather Denny

Client Service Admin.

James McGrath

James McGrath

Partner

TODAY'S WEALTH INSIGHTS

Disclaimer: The content is developed from sources believed to be providing accurate information.  The information in this material is not intended as tax or legal advice.  Please consult legal or tax professionals for specific information regarding your individual situation.  The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

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