• We utilizes extensive resources to develop, maintain, monitor and evaluate tax exempt securities for our Wealth Management Clients.
  • We customize tax-exempt holdings for our clients varying needs.
  • We have access to multiple sources of bonds to obtain best execution for our clients portfolios.
  • We analyze holdings regularly for credit worthiness, call notices, percentage allocations and any material legislative changes.
  • Our clients benefit from our professionals walking step by step with them through their financial needs.