Investment Products

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Wealth Management

Because our clients all have a unique financial situation, our Advisors will help match your needs with high quality financial products, services and strategies.

Our advisors use their expertise in portfolio management, investment analysis and asset allocation to help you set the strategic direction of your account with highly personalized service necessary to help effectively manage your financial assets.

Click here to view "Our Investment Process"


Investment Products and Services:

  • Brokerage Accounts
  • Mutual Funds
  • Annuities
  • Managed Accounts
  • College Funding
    • Section 529 Plans
    • Coverdell Education Savings Accounts
    • UGMA/UTMA

Retirement Services

Click here to view "Our Investment Philosophy"


Expect a plan of clear, ongoing communications, which may include:

  • Monthly Custodian Statements
  • Quarterly Performance Reports
  • Year-end Tax Summaries
  • Online Access to Account Information
  • Available for Periodic Review Meetings
Securities and Investment advisory services are offered through the registered representatives and the investment advisor representatives of Securian Financial Services, Inc. Member FINRA/SIPC.