• Review of your current plan documents such as your will, power of attorney(s), health care proxies and trust agreements if applicable.
  • ​Assistance in developing and maintaining your estate plan through careful consideration of planning techniques with an emphasis on reducing and/or eliminating probate, the use of a Power of Attorney and the appropriateness on the creation and use of a trust to meet one or more specific needs.to supplement your will.
  • Offer wealth transfer techniques designed to take advantage of existing gift tax laws 
  • After that, if needed, we can provide you with the names of several local attorneys that can handle your particular situation for implementation, further review and alternative suggestions.  

​​​​Wealth Management Services 

Our Services

"Doing business the old fashioned way: One-on-One, Face-to-Face, One Client at a Time." 

tax planning and preparation.

  • Custom designed, fee-based management plans for non-retirement accounts for individuals and trusts
  • Fee based management plans for Traditional, Beneficiary and Roth IRAs, Simplified Employee Pension Plans, Solo 401k Plans and Rollover IRAs.
  • Systematic Investment Plans as well as Systematic Withdrawal Plans
  • 529 College Savings Plans ​
  • Access to Annuity Products through TD Ameritrade Insurance Agency


  • We have a licensed insurance representative who is able to offer Life Insurance, Long term Care Insurance as well as ​Medicare Supplement Policies.


  • We offer expert tax advice in the areas of individual taxation, taxation of estates and trusts as well as gift tax issues.

  • Tax Preparation services are offered through the firm of Jonathan Mandwelle, CPA , an Independent Company.


Wealth Management, Tax, and Estate Planning Advisors*