We operate like a small boutique inside a global bank offering a suite of family office type services including wealth management, investment advisory services, retirement planning, personal banker, philanthropic consultant and most importantly, friend. We are intentional about impact every day. We will be in the trenches with you when the world and/or family goals appear to be unbalanced and celebrating with you with life events and when goals have been accomplished.Wealth Management Planner – We clearly articulate how each financial decision impacts financial security; both in the long and short-term. We focus on outcomes to the stuff that matters to a family: education of future generations, buying a second home, investing in other businesses.Investment Advisory Services – Have a clear understanding of your financial goals to help make sure your lifestyle is never disrupted. The effort is to help secure, improve and preserve investment assets offering a completely objective asset allocation mixRetirement Planning - We advise both individuals with their retirement planning as well as managing business retirement plans. Denny holds the Certified Plan Financial Advisor, CPFA designation as well as the Merrill Retirement Benefits Consultant (RBC) internal designation.Personal Banker – Facilitate and take care of all credit and balance sheet management including mortgages, credit cards, basic banking, bill payment etc. *Philanthropic Consultant – Assist families in their philanthropic pursuits to establish a family legacy as well as invest in the charitable causes that are most important to them.##### *Banking and Credit Services are through Bank of America, N.A.