Wealth Management

When looking for the help of a financial advisor consider the following:

Comprehensive Wealth Management

A holistic approach to addresses your investments, asset protection, income, taxes, social security, retirement, estate and legacy.

Independence

Working with an independent financial advisor you have the freedom to choose from a broad array of services and investment options to meet your unique needs.

Integrity

As a CERTIFIED FINANCIAL PLANNER™ Professional Bob Bennie is held to the highest standards and has decided to put your interests ahead of his own at all times and to provide financial planning services as a “fiduciary", acting in your best interest.

Process

What is your investment strategy and income plan?  We have a process to address these and other important questions to consider together with all components of comprehensive wealth management to help you reach your goals.

Customer Service

We have a team to help you with every step toward your retirement and beyond.  Periodic reviews and powerful online tools to monitor your progress and client events to keep in touch.

Discover more about Wealth Management in the Investment section of our website