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

  • 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

Our Services

  • 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 Services 


Wealth Management, Tax, and Estate Planning Advisors*

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


tax planning and preparation.