Experienced guidance for energy industry professionals

For years, we have served many clients in the energy industry and have an in-depth understanding of the company benefits and retirement plans of many area energy corporations.

We help our clients manage and invest all manners of their compensation, including bonuses, stock options, restricted stock awards, equity incentives, employer retirement plan contributions, deferred compensation and retirement payouts.

We understand that volatility in the energy sector can make it more challenging to save for retirement. Our clients recognize the value in having a well-designed financial plan not only for addressing short-term needs today, but for looking long term to their retirement and legacy.

Count on our experienced team to serve as your trusted financial partner to personalize a financial plan to your specific situation, carefully manage your investments, mitigate taxation, and address key issues, such as estate planning and generational wealth transfer.

See Our Page on Retirement Planning

Services Include

• Wealth & Investment Management
• Banking & Lending Solutions¹
• Insurance & Annuities²
• Estate Planning
• Legacy Planning
• Wealth Transfer
• Charitable Giving
• Risk Management
• Business Sales and Valuations
• Cash Management