Wealth Management

Wealth Management

What is Wealth Management? Wealth Management is an investment advisory service that combines other financial services to address the needs of affluent clients. These services are typically managed by a financial advisor with a high-level of experience and training managing a successful client’s wealth holistically. How we can help If you are an affluent individual […]

Preferred Stocks

Preferred Stocks

What are Preferred Stocks? Preferred stocks are a type of equity security but unlike common stocks, they carry a fixed dividend payment, can have a call date, and have a higher claim on assets in the event of a liquidation. Because preferred stocks have characteristics of both stocks and bonds they are sometimes referred to […]

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