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Lifestyle & Wealth Management

Managing wealth is much more complex than simply investing in certain stocks. Sometimes big changes in peoples’ lives require extra financial care. Good thing we have experience helping our investors through almost every one of life’s transitions. In fact, many of our clients have been with us since the early 1980s—both our financial insight as well as extraordinary commitment to client care and satisfaction have everything to do with that.

As a firm, we strive to reduce the fear that follows certain lifestyle changes. For example, we guide our clients through the financial implications of:

  • Job Change
  • Death in the Family
  • Marriage
  • Divorce
  • Major Inheritance
  • Birth of a Child or Adoption
  • Retirement Planning
  • Disability Planning
  • Health Planning
  • Estate Planning
  • College Planning
  • And many other lifestyle transitions
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CapWealth Advisors

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Sterne Agee

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American Funds

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C. Schwab

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Holiday Calendar

NYSE, NYSE MKT, NYSE Amex Options, NYSE Arca, NYSE Arca Options, and NYSE Bonds will observe U.S. holidays as listed below. Although NYSE Arca follows the same holiday schedule as the NYSE, on days when the NYSE closes early, NYSE Arca hours may vary due to its extended trading day.

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