Wealth management or financial planning means different things to different people. Some clients want to focus on retirement readiness, and others are interested in a comprehensive relationship, including coordination with their tax, legal and other advisors. As an independent firm, we are not restricted by a corporate “Approved List” of services. We encourage our clients to share with us any need. To get a better sense of some of the topics we cover, check out our calendar of events – an intentional mix of financial perspectives, strategies, entertainment, and maybe even some fun:
The Year Ahead: Stocks, Bonds & Markets
Guest: Bob Carey, Chief Market Strategist, First Trust Advisors
Home Healthcare: More Affordable Than You Might Think?
Multimedia soul-fest on Motown, The Definition of Soul
Inaugural Tax Day Blood Drive
Shred Day: Clean Out Those Files
Donor Advised Funds: A Smarter Way to Give to Charity?
Multimedia celebration of the baritone stylings of James Taylor