Concierge Level of Service

We firmly believe that our clients deserve the very best life has to offer. After all, you’ve earned it! In addition to providing quality wealth management services, we are proud to offer a variety of concierge services designed to help you relax and enjoy the finer things in life.

Here are just a few of the services for which we can provide assistance and referrals...

• Luxury/Lifestyle Purchases (Autos, Aircraft, Yachts, Art)
• Private Charters
• Travel Services
• Private Club Memberships
• Golf or Tennis Lessons – We know the Pros!
• Massage Therapists and Spas
• Personal Training
• Gift Baskets and Flowers
• Jewelers
• Mobile Auto/Watercraft Detailing
• Doctor and Dental Appointments
• Catering
• Retirement Celebrations
• Special Events / Tickets

For additional information, please contact our Director of Operations who will be happy to assist you.