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Integrated Wealth Management

You’ve worked hard to get where you are, and you deserve to reap the benefits. How do you make your money work for you? Whatever your goals are – money to pass down to your kids, traveling, more time with family – we can create a strategy that makes sense for your life.

With an integrated wealth management plan, we take care of every facet related to your assets – risk management, investing, retirement planning, and everything in between.

Countless solutions, one relationship. That’s the Bennett & Porter advantage.

Wealth Management Services

  • Financial Planning

    Reach both your short and long-term goals with comprehensive planning including budgets, investments, savings, taxes, and more.

  • Asset Allocation

    Create a detailed investment strategy based on your desired level of risk and financial goals.

  • Asset Management

    Our advisors can help you manage your money through various strategies and monitor them on an ongoing basis.

  • Estate Planning

    Set up a plan for managing your estate and transfer of assets for when you pass on.

  • Tax Allocation

    There are various tax savings strategies that can help you preserve your hard-earned money. Our tax advisors can help you determine the best plan for reducing your tax burden.

  • Risk Management

    Our experts will help you identify, analyze, and minimize exposures to protect your assets from common threats.


Personal Wealth

  • Retirement Planning
  • Roth IRA
  • Alternative Investments
  • Tax Savings Strategies
  • Annuities
  • College Savings Plans
  • Mutual Funds
  • Wills/Trusts
  • Stocks
  • Social Security Planning
  • Medicare Planning
  • Life Insurance

Business Wealth

  • 401(k)
  • SEP / Simple IRAs
  • Pension Plan
  • Deferred Compensation
  • Succession Planning
  • Key Person / Buy-Sell Agreements
  • Captive Insurance Companies
  • Multi-Family Office

Feel Confident in Your Financial Health

At Bennett & Porter, our experts can help with every aspect of your personal and business wealth management – so you can focus on what matters most to you. Learn more by calling us today for a free no-obligation consultation.

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