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Our Services


The Stscherban Everett Garwood Group combines decades of experience with a collaborative team approach to wealth management. Every client's goals, circumstances, and priorities are unique, and our first responsibility is understanding what matters most to you.

By working closely with our clients and coordinating with their attorneys, accountants, and other trusted professionals, we help develop comprehensive strategies designed to support every stage of life. Our goal is to simplify complex financial decisions and provide the guidance, experience, and support needed to help you pursue long-term financial success.

We are committed to building long-term relationships based on trust, personalized service, and thoughtful advice that evolves as your needs change. 

Financial and Estate Planning

Services Include:

Retirement Planning
Education Funding Strategies
Tax-Efficient Planning
Estate Planning Coordination
Wealth Transfer Strategies
Charitable Giving Planning
Legacy Planning

Investment Management

  Services Include:
Portfolio Management
Comprehensive Advisory Solutions
Brokerage Services
Alternative Investments
Cash Management Solutions
Retirement Plan Consulting
Asset Allocation Strategies

Risk and Liability Management

  Services Include:
Income Protection Strategies
Wealth Preservation Planning
Liability Management Strategies
Lending Solutions
Insurance Planning Coordination
Structured Investment Solutions

For more information about our firm and the services we offer, send us an email or call the office. We would welcome the opportunity to speak with you.