Jacqueline A. Runnberg

Drawing on over 20 years of Investment and Trust experience, Jacqueline serves as a trusted advisor and CERTIFIED FINANCIAL PLANNER™ professional. She advises and guides high net worth individuals, families and business owners in the planning and management of their wealth. Utilizing their distinct and comprehensive approach she brings an integrated team of credentialed specialists to clients to provide advanced financial planning, investment and money management, tax planning, estate planning and administration, charitable giving and wealth transfer. This collaborative approach ensures their clients receive relevant and professional advice in their delivery of a comprehensive Wealth Management Strategy.