Wealth Management
Your goals deserve more than a one-size-fits-all approach.
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Whether you’re planning for your family’s future, your business, or both — our team is here to help. Reach out today and connect with someone who knows your name, not just your account number.
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Our Locations
13 Wolf Creek Drive
Suite 2
Swansea, IL 62226
Phone: 618.416.7085
Fax: 618.416.7090
Office Hours:
Weekdays 8:30 am – 5:00 pm
or by appointment
Holiday Hours:
Memorial Day
3 pm Early Close, Friday, May 22
Closed, Monday, May 25
Juneteenth
3 pm Early Close, Thursday, June 18
Closed, Friday, June 19
101 South Hanley Road
Suite 1310
Clayton, MO 63105
Phone: 314.414.2309
Fax: 314.696.1162
Office Hours:
Weekdays 8:30 am – 4:30 pm
or by appointment
Holiday Hours:
Memorial Day
3 pm Early Close, Friday, May 22
Closed, Monday, May 25
Juneteenth
3 pm Early Close, Thursday, June 18
Closed, Friday, June 19
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