Our Mission is to help clients manage wealth for today and provide a legacy for tomorrow. We accomplish this through a caring team approach to wealth management, where genuine relationships, sound investment strategies and professional alliances with accountants, attorneys and guardians can help yield reliable results! Our relationships with our clients are deep and broad, built on trust and integrity. Our premier level of personal service understands things most important to a client may go beyond their investments. Securities and Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. United Planners and Asset Management Strategies are not affiliated.