The Assante Difference

A Complete Approach to Wealth Management

At Assante, we simplify your life by meeting all of your wealth management needs in one place.

You may have a number of professionals who provide you with sound advice in their areas of expertise; however, each may be making recommendations without full knowledge of the others’ advice.

As a navigator for all of your wealth needs, I can help you make the right decisions because I happily stand next to you and help you interpret guidance across these disciplines. We work together to make sure you feel informed about your options, and confident in your decisions.

Discover the Assante difference.

Call me to discuss:

Tax and estate planning
Retirement income planning
Business succession planning
Investment planning advice
Cash management
Charitable giving
Mortgage and debt management
Insurance planning

Outside service offerings are also available from me and my team.

Call me to discuss:

Professional & Personal Life Transition Coaching
Family Transition Facilitation
Executor & Trustee Advisor Services

Through this personalized, comprehensive approach to wealth management, Assante provides access to a broad range of services and solutions supported by an in-house network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants. I get to leverage this expertise to work collaboratively with you and your own team of existing professionals, and compliment it with enhanced outside coaching and facilitation programs to achieve peak individual and family performance.