As the end of the year approaches, it’s time to consider strategies that could help you reduce your tax bill. The window of opportunity for many tax-saving moves closes on December 31, so it’s important to evaluate your tax situation now. You can still take steps to improve your bottom line for the 2017 tax…

The term “wealth management” gets tossed around quite a bit in financial circles, but what exactly does it mean? And how do you know if wealth management is right for your financial situation? Defining wealth management Think of wealth management as a house that’s custom-built for each client, whether that’s an individual, a family, or…

Today’s technology gives us incredible access to more information and choices than we can possibly imagine. But as you accumulate wealth and your needs become more complex, there are still some critical items that call for a high level of personal service. Here are the top five benefits of having personalized, face-to-face service from a…