If you’re among those who understand that from simplicity comes clarity, we may be a good fit. We invite you to read about our comprehensive wealth management services.
We assess your financial position, clarify your objectives, and develop a plan that works for you.
With Oarsman Blueprint®, we then select and implement a model portfolio built using low-cost exchange traded funds (ETFs) and select mutual funds.
Modern tools are useful for long-term financial planning; we use sophisticated tools that take into account historical market conditions and forward-looking factors such as inflation and the variability of market returns.
When major life events occur, such as the passing of a loved one, important actions need to be taken and plans revisited. Whether it’s filing beneficiary claims for life insurance, IRAs, or annuities, or updating registrations due to trust directives, we are here to help.
