Individuals

Wealth*

1. an abundance of valuable possessions or money. 
   
2. the state of being rich. 
   
3. an abundance or profusion of something desirable.
   

*Source: Oxford English Dictionary

Wealth is relative. What you define as wealth for your situation may not be the same as your neighbor, a coworker, a friend or family member. You can manage your wealth with the help of a trusted advisor who can help you make informed decisions, help you feel confident to take specific actions and pursue your personal financial goals.

• Tax Planning and Return Preparation
  
• Stock Options, Restricted Stock Award and Deferred Compensation Planning
  
• Relocation Information (Moving Expenses, Local Taxes, Sale of Residence)
  
• Qualified Tuition Programs for College Savings
  
• Credit Management and Bank Financing (Mortgage, Personal Loans)
  
• Individual Retirement Accounts (IRA) and Roth IRA Contribution Limits, Withdrawals and Distributions 
  
• Financial Issues arising from Divorce, Job Loss or Inheritance
  
• Estate Administration
  
• IRS Representation