YOUR FUTURE BACKED BY 50 YEARS OF STEADY STRENGTH. QUALITY PLANNING. THOUGHTFUL ADVICE. GLOBAL REACH WITH LOCAL ROOTS.

PRAGMATIC. COLLABORATIVE. RESOURCEFUL. LIFE WELL PLANNED.

Recognizing the importance of well-informed investors, we make every effort to educate all clients about the complexities of investing, while encouraging reasonable expectations of investment results.

Get to know Our Team

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Robert Hester
First Vice President, Wealth Management
Vanessa White bio headshot
Vanessa C. White
Senior Registered Client Service Associate
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Quantivia Howard
Client Service Associate

Financial Planning

We pass through several phases, each with different financial requirements during our lives. The financial needs of a young married couple are not the same as those of a retired couple. That is why continuous, long-term planning is essential.

Retirement Planning

In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy can help keep you on track to your future well-being and lifestyle.

Estate Planning

Estate planning is essential for distributing your wealth both in life and after death. It allows you to preserve your family values and ensure that your assets benefit the people in your life and preferred charitable causes in accordance with your wishes.
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham

Information & insight

Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
How to inspire charitable values for generations to come.
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Estate & Giving
“Backdoor” strategies let you enjoy the benefits of a Roth while getting around some of the limitations.
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Retirement & Longevity
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing
How you can join accredited zoos and aquariums in global conservation efforts.
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Estate & Giving
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The future at your fingertips

 

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