Financial Products

As independent wealth management advisors, we utilize a wide array of investment options with the companies we do business with. Listed below are some of the investment vehicles we may include in a client's portfolio in order to create a suitable balance and diversification* that their customized plan calls for.



  • Mutual Funds
  • Annuities - Variable & Fixed
  • Private REIT's (Real Estate Investment Trusts)
  • Managed Accounts
  • Stocks
  • ETF's (Exchange Traded Funds)
  • 1035 Exchanges
  • Alternative Investments
  • 529 College Plans
  • T-Bills, Notes and Bonds
  • IRAs: Roth's and Traditional
  • SIMPLE or SEP IRAs and Individual 401k plans


*Diversification does not guarantee against market losses. It is a method used to help manage investment risk.