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Our Wealth Management Services

Wealth Management Services in Hagerstown & Frederick, MD

From a pre-retiree looking to optimize all the money you’ve earned and saved over the years to a woman who recently lost her spouse, we can help you manage your wealth as efficiently and purposely as possible.

Our mission is to provide you with the knowledge, tools and resources you need to handle your money with confidence — no matter what life may bring.

Our wealth management service covers a wide range of topics to ensure no decision negatively impacts another — today, tomorrow and beyond

Whether you’re an individual looking for new strategies to save or a couple interested in securing your child’s higher education, we can help you minimize any past mistakes while creating a stable foundation for your finances moving forward

What To Expect


To start, we’ll have a discovery meeting — either in-person or through eMoney onboarding — to access your current financial situation.


From there, we’ll make recommendations and implement our suggested services and products.


After that, we’ll continue to monitor your progress and make adjustments to ensure your finances remain in good health.

Our wealth management services include:

Retirement Planning

Estate Planning

Investment Management

Social Security Optimization

Health Care Coverage


What It Costs

Learn about our wealth management fees.

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Schedule a meeting today.

Schedule a Meeting