Our Services

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 the full knowledge of the others’ advice.

As your main source for all of your wealth needs, we can help you make the right decisions. 

Through a 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.

As your trusted advisor, I pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. Together, we will review and evaluate your current financial affairs to formulate a plan that encompasses your entire financial well-being, from investments and insurance, to tax planning and estate planning, to your personal and family wealth, to your business interests.

Discover the Assante difference.

Call us 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