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We pride ourselves on delivering first-class wealth and investment management that encompasses all aspects of your financial life. With the ES difference in mind, we aim to connect you to your long-term goals and tailor a plan that gives meaning to your money.
Our customized, long-term financial plan is the foundation of every decision we make. We’ll discover your needs, connect you to your goals, and proactively look for opportunities to adjust along the way.
After we align on your growth needs and risk tolerance, we’ll customize your portfolio using Private Investment Management and invest in solid businesses that pay dividends, year after year.
Planning is about more than finances – it’s about your legacy. With that in mind, we will implement a plan to protect your estate, reduce taxes, simplify the transition of wealth, and help you leave a lasting legacy.
Whether you’re starting, growing, or selling a business, we understand the complexities you face and offer best-in-class strategies to help you manage your time, assets, and surplus cash efficiently and effectively.
Leveraging the expertise of Tom Schuett and his Certified Agriculture Farm Advisor designation, we specialize in advising farmers on how to maximize the value of their farms to accomplish their goals.
We help preserve your wealth today in order to protect the value of your estate tomorrow by implementing expert tax and insurance strategies that take into consideration your personal and business needs.
Get an exceptional client experience through a collaborative approach to wealth. Contact us today