What Will Our Team Do For You And Your Family?

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*.

  • We will be your advocate - we will represent YOU: We will think about your life first and help you navigate the multiple issues you and your family face.
  • Organization: We will help bring order to your financial life.
  • We will educate YOU: We will get you involved and give you the tools you need to make good decisions.
  • Objectivity: Insight from the outside to help you move away from emotionally-driven decisions.
  • Proactivity: We will help you anticipate and be financially prepared for life transitions.
  • We will give YOU options for today’s and tomorrow’s life events: We will play out future scenarios and discuss the “what ifs”. You are looking for seamless, end-to-end solutions - true planning integration - not quick answers.
  • Accountability: We will help you follow through on commitments.
  • You may delegate responsibility but YOU will be in control.

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.