As a member of Kletschke Wealth Management Group, we develop strategies and recommend personalized solutions designed to help clients accumulate, protect and transfer wealth. When appropriate, we will work with client's CPAs and Attorneys. Our process includes: understanding each client's financial objectives, developing customized financial strategies, implementing and monitoring solutions, and providing timely, ongoing service. At the core of our approach is our client… their situation… their vision… their plan. Everything we do is designed to further the client's goals. Every decision is made within the framework of our client's plan. We offer a broad range of services from investment plans to trust services for high net worth clients, business owners and non-profit organizations.