Individual Investors and Families

·         Investment Advisory Service

  • Equity-Only (Common Stock) Accounts
  • Fixed-Income-Only Accounts
  • Balanced (Stock, Bond and Cash Equivalent) Accounts
  • Cash Management Accounts

·         Account Types Managed

  • Regular Investment Advisory Accounts
  • IRAs, including  Traditional, Roth, SEP, SIMPLE and Education
  • Revocable Trust Accounts
  • Irrevocable Trust Accounts
  • Charitable Trust Accounts
  • 401(k) and 403(b) plans
  • Custodial Accounts
  • 529 Plans
  • Endowments

·         Estate Planning (free, as a part of an ongoing relationship, working with your attorney and accountant)

·         Special Projects

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