Wealth Management

We offer wealth management services for all phases of wealth creation, management and distribution including:

  • Pre- and post-retirement projections and planning
  • Investment management
  • Cash flow analysis and budget creation
  • Insurance needs assessment
  • Strategies for tax efficiency (in conjunction with CPA)
  • Social Security maximization
  • Philanthropic and charitable donation guidance

Meet Our Wealth Advisor

Wealth management services are offered in partnership with Guardian Wealth Partners and Aptus Capital Advisors, which includes a deep, experienced team, with chartered financial analysts and certified financial planners.

  

Investment Advisory Services are offered through Guardian Wealth Partners, LLC and Aptus Capital Advisors, LLC. Guardian Wealth Partners, LLC and Aptus Capital Advisors, LLC are not affiliated entities.

Investment products: Are Not FDIC Insured • Are Not Guaranteed by the Bank • May Lose Value