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Who We Serve

Investment Planning & Management provides intergenerational wealth management to business owners, individuals and families who have accumulated substantial assets.

The clients we serve understand and appreciate the objective influence of an outside resource.  They are motivated to invest in the future – not just for themselves – but for several generations to come. 

Individuals

As someone who has accumulated substantial assets, you require specialized service from an advisor who understands your situation.  You have worked hard to accumulate your wealth and deserve an experienced team who will work just as hard to protect it. We help organize and simplify your financial life by bringing all of the pieces together!

Locking arms with you on your planning journey, we will help you make wise financial decisions today, so you can have confidence in your future. 

Business Owners

You don’t just reflect the American dream; you define it.  As the owner of a closely held business, you know the value of hard work and the importance of protecting it.

We specialize in small business financial planning and aim to be the go-to resource for your comprehensive business needs.  From corporate retirement plans, to buy/sell agreements, to valuations – our firm can provide guidance on your entrepreneurial journey. 

Whether you are a successful professional or a thriving business owner, our priority is to help you plan and invest wisely so you can preserve your assets, maintain your lifestyle, and pass your wealth to future generations.