Lawrence J. Messina, CRPC®,AWMA®, CDFA®,
Senior Vice President,
Since 1994 when we began helping Fortune 500 companies nationwide introduce the notion of retirement planning, our approach to wealth management has always been anchored in adding comprehensive, personalized solutions designed to help our clients build and preserve wealth while facing the issues of today and stay on track for tomorrow. In order to serve our clients at the highest level we have built a virtual family office. This takes us beyond traditional services of investment consulting and provides those we cover with a comprehensive wealth management process and solutions that have otherwise been reserved for families with over one hundred million dollars. The end result is a tailored strategy designed to help you achieve and protect your financial success while creating a lasting legacy for future generations.