- Methodical, long-term growth investors
- One-on-one relationships
- No hidden fees
- Your goals are our priority
- Efficient multi-class portfolios
IRS Stimulus Payment Notifications
We have sent emails to some customers notifying them if they are in the next wave of payments to be deposited on Wednesday, April 14.
To check the status of your payment, visit the IRS website. To be notified when deposits arrive, sign up for Text Banking and set up transaction alerts.
Every investment strategy is unique. We offer solutions tailored to your unique needs, goals and limitations.
What we offer
What we can do for you:
- Financial Planning
- Wealth Management for individuals and business
- 401(k) rollovers
- Retirement planning and IRA management