Investment Management (EWM)

Whether for your business, yourself, or your family, we’ll design solutions to meet your tax, wealth, estate, asset protection and transition planning needs. Our investment management services include:

  Investment analysis

  Portfolio planning and design

  Security selection and monitoring

  Tactical asset management, designed to grow and protect your wealth

  Strategic asset management, using modern portfolio theory (MPT)

  Real estate analysis and options on 1031 and DST exchanges

  Options on alternative investments and insurance products

And our ability to address your holistic wealth management needs with in-house CPAs means every aspect of your financial life will be covered.