Our Services

Investment Services: Customized portfolios amd managed accounts.   Minimum Account Size: $500,000 or $2,500 monthly investment.  Annual Management Fees typically range from one percent to one and one-half percent.  Long-Term Care Protection: Prevent nursing home costs from depleting your savings. Employee Benefit Programs: Pension plans for businesses ranging from one to one thousand employees.  Major medical, dental and other comprehensive human resource services available. Charitable Gift Fund Solutions: A simplified approach to support causes you believe in. For detailed information click here for Fidelity Charitable Gift Fund. Why real estate and timber should be part of your portfolio. Click here for Wells Real Estate Funds.