Meet our Wealth Management Team—the only fully local group of its kind in the Augusta area. Together, we have over 100 years of trust, asset management and banking experience.  Each of us is committed to enriching the lives of our clients. We offer access to a comprehensive range of investment management, trust, and estate products and services.  And, we’re accessible—not just by phone, but in person as well.

We recognize that most client situations tend to be dynamic and therefore require flexible management.  We strive to eliminate artificial product and process boundaries so that you do not feel you are being moved from one box to the next.  One initial step is always to evaluate client needs and objectives and then to consider product solutions.  Our approach is purely client-focused.

Each product and service we offer is designed to provide for the financial well-being of our clients, their families and their businesses.  Additionally, we also serve the needs of endowments, foundations and other charitable organizations.  If you are looking for a professional to help you in any of the following areas, we encourage you to call us:  (706) 739-1080.

• Short Term Investment Management
• Professional Asset Allocation Consulting & Portfolio Management
• Investment Style Consistency
• Tax Efficiency
• Effective Reporting and Performance Measurement
• Responsiveness