Our Services

We specialize in life planning. Financial and life planning is a shared responsibility. Three of the six steps are your responsibility: providing complete financial information, clearly defining objectives and acting on recommendations. The analysis, strategy and ongoing advice are our responsibility. We’d like to partner with you to help your reach your goals.

Experience has shown us that people with the following characteristics are most likely to value our services and join us for a long-term relationship:

  • Are serious about making smart decisions with their money
  • Looking to partner with an experienced, trusted, professional coach to simplify and organize finances
  • See the whole process of creating and executing a comprehensive financial strategy as important
  • Are not looking to hit the “home run”, but rather are patient, and willing to take a long-term approach to their investments (not interested in high risk)
  • Understand there are no shortcuts to any place worth going
  • Are looking for personalized service
  • Care for family, community or something “bigger” than themselves


Although we offer all the traditional investment options, many of our clients have opted for Assante’s fee-based program.

Assante’s fee-based program gives you a cost-effective and convenient way to manage your wealth. With a fee-based account, we will work with you to set the scope of the financial advice and planning services suited to your personal situation and goals – and the exact fee that will be charged for these services. This added flexibility will give you the comfort of one transparent asset- based fee.

With a minimum fee of $1,500 per year, these accounts are designed for individuals with at least $100,000 in assets with Assante – you can group together nominee accounts of direct family members to meet the minimum.