Wealth Management


Simplify Your Financial Life

You have worked hard to grow your wealth and now you must wrestle with the complexity of managing what you have created. Our wealth management services simplify the chaos of your financial life. By carefully walking you through a process that helps you get a handle on where you are today, determine what you want to achieve, and then together map out how to get there. When you engage in our wealth management services, we work with you to implement and monitor the strategies needed to simplify the management, preservation, and growth of your wealth.

Create A Focused Plan

A focused plan creates the confidence to purse your investments goals. How can you gain the courage needed to pursue your investment goals? We believe that courage is obtained through understanding what you own, why you own it, how it will react in difficult markets, why staying patient and committed will pay off. It is key to thoroughly understand your plan.


Learn about our tools


Our goal is to simplify your financial life. By walking you through our process, we create a personalized plan together to achieve your financial goals.



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Want to learn more about the services we provide? Download our Wealth Management Services Overview now!


Find out more about our interactive online tool, WSG360°.


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April 22, 2019

Weekly Market Update for April 22nd, 2019

General market news Rates moved slightly upward last week, with the 10-year Treasury opening at 2.57 percent on Monday. The 30-year also moved higher, nearly hitting 3 percent midweek before settling back and opening at 2.97 percent on Monday. S. indices were mixed last week as cyclical stocks […]
April 15, 2019

Weekly Market Update for April 15th, 2019

General market news Rates moved higher late on Friday, with the 10-year Treasury jumping to 2.56 percent; it also opened there Monday morning. Meanwhile, the 2-year opened at 2.40 percent and the 30-year opened at 2.97 percent. The short end of the curve remains inverted, as the 3-year […]
March 25, 2019

Weekly Market Update for March 25th, 2019

General market news The 10-year Treasury was as low as 2.41 percent late last week before opening at 2.45 percent on Monday. Yields across the curve were lower, with the 2-year Treasury opening at 2.31 percent and the 30-year Treasury opening at 2.89 percent. As a result of […]