Wealth Management

John has been in the financial services industry for over 25 years. Providing objective advice and tailored solutions, John works directly with affluent clients and successful business owners. He offers an array of client specific estate and business succession planning products and services.  He works with his clients in a consultative manner that clearly determines their planning intentions and evaluates them for their cost and tax effectiveness.

John works with individuals, families and business owners to assess their wealth protection and transition needs.  He provides asset preservation and transition strategies through:

  • Client focused Wealth Protection/Transfer Planning
  • Comprehensive Business Continuation Planning
  • Executive Benefits and Supplemental Retirement Plans
  • Charitable Contribution/Planned Giving
  • Financial Planning
  • Investment Management
  • Wealth Preservation & Transfer
  • Wealth Advisory Services
  • Business Continuation