We specialize in understanding the needs of high net worth individuals and closely held businesses. We design creative, cost effective strategies that help you grow, preserve and transfer your wealth and/or business, while minimizing tax consequences. Your customized Wealth Transfer Road Map™ may utilize a variety of sophisticated planning techniques, as well as proprietary insurance and financial solutions. Our success is built on commitment, long-term relationships, and delivering world-class solutions to our clients for this generation and the next.
Whether you entrust your simplest or most complex investments to us, you can be confident you are in the right place. From our own resources and through our network of advisors, you gain access to a wide array of investment vehicles. Our “Core to Satellite” investment strategy and rich portfolio of traditional and alternative investments allows us to offer a custom Investment Road Map™ designed specifically for you, while providing the highest level of personalized service in the industry.
Our comprehensive consulting capabilities, extensive product offerings, state-of-the-art benefits technology and customized benefit solutions are rarely matched in the group benefits advisory and brokerage arena. We serve as long-term, consulting partners to help clients determine the right solutions for their needs and to ensure outstanding results and lasting relationships. Our focus is on delivering a best-in-class strategic Group Benefits Road Map™, the right products, services and technology to maintain the client’s benefit strategies for years to come.
Securities offered through The Enterprise Securities Company, a Registered Broker/Dealer; Member FINRA and SIPC Pappas Financial is independently owned and operated.
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