At Assante your advisory team centers around you to help bring simplicity, clarity and peace of mind to your financial  needs and goals. We have an in-depth team of professionals working for you to make life easier. In addition to Gene and Glenn, your primary contacts for wealth managment, we have access to experts who specialize in:

Tax Planning

Legal                   

Estate Plans

Individual Pension Plans

Group Plans

Health Care Savings Accounts

Investment Financing

Mortgages

Specialty Investments

Specialty Insurance

We can bring in these individuals to meet with you at various points in the Family Wealth Circle investment process.