Wealth Management Services

  • Individual and Joint Brokerage Accounts

  • Traditional & Roth Individual Retirement Accounts (IRAs)

  • Fixed Income Portfolios for Retirees

  • Custodial Accounts for Children:

    1. Custodial brokerage accounts

    2. Custodial traditional & Roth IRAs

    3. 529 education savings plans (no minimum)

  • Business Brokerage Accounts

  • Business Individual & Employee 401(k)s

  • Community Property Brokerage Accounts

  • Checks & Debit Cards Available

Fees: 1% annually (or less)