Wealth Management

Our strategic alliance with Advisers Investment Management, Inc. (AIM) gives us the capability to provide you with Wealth Management services such as financial planning, investment counsel, and portfolio management services on a fee only basis.

About Advisers Investment Management, Inc:

• Registered Investment Adviser, not a brokerage firm

• Fiduciary

• Independent, not affiliated with any bank, insurance company, or brokerage firm

• Sells no products

• Advisers Investment Management, Inc. has over 40 years of investment and financial planning experience dating back to 1987.

We recognize that our client’s money represents their hard work and savings, we provide a blend of knowledge, experience, and resources to deliver real, lasting value to the client relationships we serve.