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Services

Regardless of where you are in life, Main Street Wealth Management can assist you with all your financial planning and wealth management needs. You can feel confident that our independence will give you the unbiased advice you are looking for.  See our list of services below and know that everything can be tailored to your unique goals.

Investment & portfolio management

A carefully constructed, well managed portfolio is at the core of every successful wealth management plan.  Selecting and maintaining the right combination of investments requires discipline and expertise.

Life event financial planning

Life is full of surprises.  A new child, an early retirement, career change, divorce, or the passing of a loved one all pose unique financial challenges.  I can help you navigate those challenges.

Hourly

consulting

You may have questions about starting a savings, purchasing your first house or downsizing your home, starting a college education fund or maybe a review of your current investment plan.  Main Street Wealth Management can help you answer your questions so you can feel confident that your are on the right track.  

Comprehensive financial planning

Imagine your future life and what it takes to get there.  How much money will you need, when, and how do you spend it?  Together, we will create a strategic financial plan to help you meet your goals.

Retirement plan consulting

As a business owner, Main Street Wealth Management can help you with your retirement plan.  We can assist you with plan selection, investment selection and employee education or a review of your current plan.

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