Investment and wealth management advisory firm specializing in a client-centered approach that includes devising and implementing customized plans for each relationship. Areas of expertise: Open-architecture, independent, cost-sensitive and multi-custodian platforms that support investment advisory solutions whether working with business owners, high-net-worth individuals or retirees seeking to engage with a fee-only fiduciary committed to acting in each client’s best interest. Our value-driven approach is predicated on a 360-degree perspective on each client and/or engagement.

AREAS OF EXPERTISE:
◉ Wealth Management
◉ Succession Planning
◉ Eldercare Planning
◉ Investment Advisory Services
◉ Retirement Planning
◉ Retirement Accounts
◉ 401(k) | SEP
◉ Estate Planning
◉ Buy-Sell Agreements
◉ Corporate Stock Options 
◉ Effective Tax Strategies
◉ Business Planning

Invessent

Org chart

Teams

Offices

Invessent

Org chart

Teams

Offices

Related companies