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Wealth Management

Wealth Accumulation & Family Planning

Savings, Investments, Stocks,
Bonds & More

Managing the accumulation of money and planning for your family's future can feel like a daunting task. You may feel like you don't know where to start or like there are just too many outlets for managing your savings to even think about. Our trusted financial advisors will pair their decades of expertise with your individual goals and circumstances to create a unique plan for you and your family.

Things to consider:

  • You work hard for your money. Is your money working hard for you?
  • Do you understand your investments?
  • Have you reviewed the beneficiaries on your life insurance, IRAs, and 401Ks?

Don’t know where to begin? We are prepared to be your partner, Patriot Asset Advisors, the experienced non-commission professionals. Begin with us!


Retirement Savings

It's intimidating to think about retirement when you have more immediate life milestones on your mind, but accumulating wealth is crucial to comfortable living down the road. Now's the time to get started; we'll help you identify your retirement goals and set up a plan to achieve them.

College Savings

You or your child may be ready to step into higher education, but are your finances? When college rolls around, you want to be ready. This includes saving and understanding payment options. Working with us to develop a plan can help alleviate some of the financial strain surrounding college expenses.





Stocks, Bonds &
Mutual Funds

Do you know the difference between stocks, bonds, and mutual funds? As an investor you should be familiar with these categories and how they impact investment portfolios. What level of risk is right for your account and your goals? We can help you understand these terms and figure your best investment options.

Increased Salary Investments

Getting a pay raise or bonus feels great, and it can be all too easy to increase spending and negate the income bump. Rather than splurging, consider putting that extra money toward your financial well being. Does your emergency fund need some attention? Is there a big purchase on the horizon that could use some extra savings? What about investing - you worked hard for that money, what if it went to work for you?


Tax Return Money

There's no denying that a tax return feels much better than owing. If you receive a significant payment, you owe it to yourself not to spend it frivolously. Instead, let's have a conversation. We can help guide you toward other considerations, like paying off high interest debt, starting interest bearing savings accounts, or opening a tax-sheltered account.

Estate Planning

Estate planning is not exactly a cheerful financial topic, but it is important to preserving wealth and providing for loved ones according to your wishes. Not only must you to consider how your assets will be managed in the event of death or incapacitation, you must also determine how your financial obligations will be carried forward. Your estate plan is your legacy, and we won't take it lightly.


Life Insurance, IRAs & 401(k)s

401(k) is a natural starting point for building up your retirement funds, but if you max out your employer contributions or if your employer doesn't offer a plan at all, you may be left feeling insecure and unsure. Individual Retirement Accounts (IRA) are a common choice to compensate for lack of an employer plan or to bolster existing savings plans. Investing in permanent life insurance is another route that could be fitting in some cases. We'll help determine and establish the course of action best for you, your lifestyle, and your goals.

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