Developing customized investment strategies and financial planning for each phase of life.
Your goals are our priority. Let us assist you in building your financial future. Everyone is different, and your plan needs to meet your individual needs. We pride ourselves on taking the time to learn your needs and earn your trust. We then take what we’ve learned and use our over 200 years of combined experience in the financial industry to develop strategies that help you reach your personal goals.
We have been providing disciplined and personalized approaches to fit the needs of our clients for over 50 years. Our clients receive the benefits that come with a high level of knowledge, experience and resources to plan for their present and future.
Years of combined experience
Assets under management
Dedicated to our clients
Phases of Your Financial Life
The Investment Management Group team of professionals is here for you through the phases of your financial life, from saving for retirement, through helping plan your financial legacy and administering your estate. Our team is able to offer clients a comprehensive array of services to help plan and manage their wealth and navigate the complexities along the way.
- Phase 1: Accumulation: Saving and investing correctly to meet your goals for the future
- Phase 2: Preservation: Making your money last through your retirement and beyond
- Phase 3: Complete Financial Management: Stepping in to take over complete management of all finances
- Phase 4: Legacy: Ensuring your final wishes are met as your trustee, agent or executor
We manage portfolios for individual, business and nonprofit organizations, in addition to providing IRAs and living trust arrangements.
Estate & Trust Services
We provide services for irrevocable trusts, revocable trusts, estate administration, charitable trusts and conservatorships.
Retirement Plan Management
We can address the needs of business clients relating to company retirement plans including: 401(k)s, profit sharing plans, SIMPLE and SEP IRAs.
Our professional services include asset allocation, retirement projections and estate planning.
Our team can provide third party custodial care, safekeeping of assets, and online account access and reporting.
The Investment Management Group can develop customized solutions for various life stages and professions, including retirees, individuals with inherited wealth, professionals, closely held business owners, and institutions/foundations. Regardless of your level of wealth, capitalizing on opportunities to preserve, grow, and manage your wealth or estate requires the sophisticated guidance of a professional who knows and understands your long-term financial goals.
Here's what some of our clients have to say...
Our highly qualified team of investment and trust professionals has over 200 years of financial management experience. If you are looking for a long-term financial partner that tailors investment services to your objectives, we invite you to contact any one of our Investment Management Group team members.