Employing a comprehensive, yet focused, approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.
Kathleen E. Lach
Kathleen Lach, who has been a wealth advisor since 1999, believes serving her clients goes beyond the value of a portfolio. With comprehensive advice tailored to an investor's particular needs, Kathleen and her team help clients and their families navigate volatile markets and evolving circumstances with educated decisions based on sound investment principles. Whether spotlighting hidden opportunities or anticipating important transitions, Kathleen strikes the effective balance between short-term needs and long-term financial goals. Her deep multigenerational relationships facilitate her partnering with clients at each stage of investing: accumulation, growth and protection strategies, and the transition of wealth either to the next generation or through thoughtful philanthropy. Active in her community, Kathleen also provides investment advice to a number of non-profit organizations.
CA, CO, CT, DE, FL, ID, IL, IN, MI, NC, NV, NY, OH, OR, PA, SC, TN, UT, VI, WV
William C. Roebuck
Senior Vice President - Wealth Management
Timothy Samuel Bartolett
Senior Client Service Associate
CT, DE, FL, MI, NC, NV, OH, OR, PA, SC, VI