Services 2018-07-05T15:42:46+00:00

Our Services

For over 90 years, we have worked with high net worth individuals, families and institutions to deliver services and solutions that help build, preserve and manage wealth. Our services include:

We act as a sounding board for our clients regarding estate planning, and can guide you towards a plan that serves your vision and the needs of those you care about. In integrating your plan into your family dynamics, we have the multi-generational planning experience, tools and techniques to implement estate and trust strategies.

Insurance is a cornerstone of the wealth management process as it allows for wealth preservation, wealth transfer and guaranteed income streams. But what is right for you and your family?  Are you paying too much for your policy?  Is there a product on the market that might be more suitable to meet your needs?  Our insurance professionals would be happy to answer your questions and make sure you are getting exactly what you need. We offer a number of different insurance products to help with wealth preservation, transfer of risk, tax free income and distribution, as well as guaranteed income. These products include:

Traditional Life

  • Term
  • Universal Life
  • Whole Life
  • Variable Universal Life

Long Term Care

  • Traditional LTC policies
  • Hybrid Life and LTC policies


  • Fixed Annuities
  • Immediate Annuities
  • Equity Indexed Annuities
  • Variable Annuities


  • Individual Coverage
  • Group Coverage
  • Medicare Supplements


  • Fixed Annuities

Note: Insurance policies and annuities are not FDIC insured, offer no bank guarantee, and may lose value.

Prior to working with our Equity Risk Management group, a client holding a concentrated position was concerned with his passive approach. He worried that his market risk was not mitigated and complained of having wild swings in his net worth that was comprised of, in his words, “paper profits.” Jason Weissman worked up several scenarios to show how the client could leverage his stock and options equity to reduce risks due to market fluctuation and generate income.

We offer a variety of lending and banking services to help you utilize debt strategically. Lending services, such as stock loans, allow you to retain assets while tapping their value to build wealth. Through our clearing partner, we facilitate residential mortgages and commercial lending including commercial mortgages, equipment financing and capital financing for your business.

Retirement planning is a process that should give you clarity and confidence about “how much is enough,” “what’s my next challenge” and other vital questions before you. Our approach entails a review of available options, along with projections for reaching financial independence. This allows us to develop a comprehensive plan aligned with your goals for your family, lifestyle and legacy in light of your views on acceptable risk.

If you enjoy the privilege of giving, we can tailor a plan to make your philanthropic gifts more effective, whether it’s structuring a charitable trust, honoring the memory of a loved one, or helping to fund and administer private foundations.

We help clients evaluate the various education financing options available, including: trusts, 529 plans, educational IRAs and gift to minor accounts.

We can help you simplify your life by taking care of all of your family’s administrative needs, including bill and tax payments, budgeting, managing all the family’s holdings, custodian services and planning for future generations.

To learn more about how we can work with you and your family, contact us.

Investing With Us
Suitability for clients to specific services or products may depend upon the individual’s investment objectives, risk tolerance, time horizon and liquidity needs. Certain services may not be suitable for all investors.  When considering a certain service or product, investors are encouraged to inquire about all respective fees, expenses, limitations or restrictions.