Wealth Management

Our team of Investment Advisors and Portfolio Managers offer customized solutions for our clients including:

  • Detailed analysis of your current situation
  • Asset allocation
  • Portfolio design and management
  • Ongoing monitoring
  • Comprehensive reporting
  • Financial, retirement, and estate planning services*

* Through our wholly-owned subsidiary, PI Financial Services Corp., our licensed insurance team provides income protection and estate planning services for both individuals and corporate clients.