Getting the right investment advice is a key part of managing your wealth.  But it's just one part of a bigger picture.  You may also require assistance with your finances or taxes, help planning your retirement, or guidance on how to structure your estate tax-efficiently.  Because these various aspects of managing wealth are all interconnected, it is important to take a coordinated approach.  Pat McConnell will create a total wealth management strategy in partnership with your tax and legal advisors to address your various financial concerns at each stage of your life:
  • Accumulating wealth-growing your assets for future goals like retirement
  • Protecting wealth-maintaining your assets to protect your financial well-being
  • Converting wealth-creating an income stream to support your ideal retirement lifestyle
  • Transferring wealth-creating a lasting legacy for your family or other beneficiaries


Helping you manage your investments is just one way we can help you manage your overall financial concerns.  In addition to investing and money management, we offer assistance with financial planning, insurance strategies and Wills and Estates.