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Personal Wealth Management

We understand that individuals and families who enjoy the blessings of wealth sometimes deal with pressures and issues not everyone has to face.  Money doesn’t always make life easier.  In fact, for some families, there can be competing goals and values that cloud the water, and relationships can become strained. 

For others, it's not as complicated.  Individuals may simply need help to maximize their returns while minimizing the impact of taxes, or seek advice on how to allocate their dollars among various investment options, or would like help assessing their risks and protecting against them.

We help individuals and families of means navigate the many benefits and some of the pitfalls of accumulating and distributing wealth.

Some examples of our services include: 

  • Financial Planning
  • Asset Allocation/Investment Advice
  • Setting and Achieving Accumulation Goals
  • Protection, Education and Retirement Planning
  • Retirement Income Planning
  • Estate Conservation Strategies

Tim is a CERTIFIED FINANCIAL PLANNER certificant and has earned the following designations: Chartered Life Underwriter and Chartered Financial Consultant.  Tim holds a Certification for Long Term Care.  

Tim and Colleen have both earned the Accredited Investment Fiduciary designation.