Let Us Help Plan Your Financial Future
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When planning your financial future, many details regarding your money and your life’s goals must be addressed. With so much at stake, why not look to someone who is held to the highest ethical and professional standards in the industry, one who you can be confident has the education and experience to assist you with the complex financial needs to plan for your future. When working with me, you and your needs are the focus of the financial planning relationship and drive the recommendations for your overall wealth management approach. And we will be there to help you each step of the way in the pursuit of your financial goals.
A Breadth of Services
Banking & Lending Solutions
Our comprehensive suite of cash management and lending solutions can address both your short-term and long-term needs to ensure that we are continuously working to fulfill your goals. Enjoy the personal service of someone you trust and who understands your needs and financial objectives.
Business
Planning
You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.
Estate, Charitable
Giving & Trust
One of life’s greatest rewards is sharing your wealth with others. Managing assets to take care of one’s own needs and wants is one thing, but it takes additional planning and knowledgeable guidance to help ensure your financial legacy makes an enduring difference in the lives of loved ones or a favorite charity.
Fixed Income
Services
Your portfolio should work for you in propelling both your short- and long-term goals, and preserving the wealth you’ve worked diligently to grow. Fixed income investments are an essential component of a well-diversified financial plan and can support your aspirations with a reliable stream of income.
Investment
Banking
No matter where a business stands in its lifecycle, our results-driven team stands ready to help you move it forward. Behind our full-service investment banking capabilities are hundreds of specialized experts in strategically located offices throughout the U.S., Canada, and Europe within eight growth-oriented industry practices to serve you.
Financial
Planning
Whether you’re looking to grow your money over time, generate income in retirement, or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well. We provide wide-ranging, comprehensive financial planning with which to chart a detailed course for pursuing a bright future.
Retirement
Planning
We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.
Investment
Strategies
We offer guidance for selecting alternative investments, separately managed and unified managed accounts, managed discretionary accounts, wrap accounts, structured products and options, along with offerings such as equities, fixed income, annuities, mutual funds, and exchange-traded funds.
Longevity
Planning
Many of today's retirees can expect to spend 30 years or more enjoying the fruits of their labor. That's why it's increasingly important not simply to plan for retirement, but to plan for longevity in retirement - all of the years it might last, all of the ways your life will change and all of the events you can't foresee.
We Offer a Team Approach to Financial Planning
Dennis J. Casey Jr.
Financial Advisor
Beth Poisson
Senior Client Services Manager
We’ll help you manage your wealth and continue working toward achieving your financial objectives.
Managing, growing and preserving wealth for generations is our highest objective.
Our goal is to help you live the life you’ve dreamed of and make your money last.