- Our Process
- Burning Questions
- About Assante
As financial advisors, we employ comprehensive, dependable, and disciplined investment strategies based on Nobel Prize winning research by Harry Markowitz, William Sharpe, and Eugene Fama. We are a highly-educated, experienced, trustworthy, and service-driven team - we are dedicated to the achievement of our clients’ lifetime goals. We are able to provide integrated alternatives across many different disciplines including credit, insurance, philanthropy, estate planning, long-term care, tax management and investment management*.
Insurance products and services are provided through Assante Estate and Insurance Services Inc. *Services and products may be provided by an Assante Advisor or through affiliated and non-affiliated third parties.