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, I 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 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
• Provide Peace of Mind
• Build the Right Customized Strategy for You
• Help avoid the BIG Mistake
• Maximize Tax Planning Opportunities
• Plan for the Expected AND the Unexpected
• Create Good Inheritors