Wealth Management

Listening is our first priority. We believe the initial step to creating and growing a lasting relationship is understanding your unique set of goals and priorities. Once we understand your perspective, we can put our professional expertise and personal experiences to work for you. 

Whether you wish to retain your assets for thoughtful use during retirement, grow your wealth to benefit future generations, or create a lasting legacy through philanthropy – active, conscientious management can provide peace of mind.

Planning for Retirement

Selection of highly-rated stocks, bonds, and mutual funds.

Preserving a Legacy

Projection of future wealth on a multi-generational level.

Investing an Inheritance

Minimal turnover and capital gains taxes, generating higher after-tax return.

Utilizing Family Trusts

Recommendations for estate planning opportunities.

Handling Divorce

Customized asset allocation based on your unique financial profile.

Saving for College

Produce a portfolio with consistent earnings and dividend growth at reasonable valuations.

We take our fiduciary responsibility to our clients very seriously, and take pride in providing clarity in the sometimes complicated world of wealth management.

K.C. King, CFA, CIC

Managing Director

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