Business owners and executives have special needs and responsibilities. We tailor our investment and advisory services to meet your unique requirements.
Our services include:
- Evaluation of various retirement programs including profit sharing and 401(k) arrangements and pension plans to match employer and employee objectives.
- Employee education regarding sponsored retirement programs.
- Selection and review of investment alternatives offered through sponsored plans.
- Investment management for fiduciary accounts including pension and profit sharing plans.
- Administrative assistance for executive stock option exercise and restricted stock vesting.
Please contact us if you have any questions or would like to schedule an appointment or evaluation.