Our Wealth Advisory Services division works with clients who generally have investment assets within the $1 million-$10 million range. Our Portfolio Managers work closely with you, your family, and your other advisors, to develop an integrated wealth management plan that helps you reach your goals. We not only develop this plan, we adjust it to deal with changes in financial markets and your evolving needs.

Our focus on truly understanding you and your family allows our Portfolio Managers to craft a customized wealth management plan that embodies your values and concerns while setting tangible, measurable goals. Our proprietary Wealth Management Review is a valuable tool that we prepare and review annually with you to evaluate your entire financial situation and progress toward mutually-agreed upon goals.

Click here to learn more about our integrated wealth management services.

 
(Left) Jonathan D. McCann, CFA
Director of Wealth Advisory Services

(Right) M. Jay Wertz, CFP®
Director of Wealth Advisory Services

Click here to view our
employee list.