Comprehensive Wealth Management
Fred and Bob can give you integrated planning you desire. With their in-depth knowledge of every segment of wealth management, they can create a comprehensive strategy integrating every component of your financial life. With their help you can…
  • Simplify the planning process.
  • Reduce costs.
  • Maximize your resources.

Estate planning insight

As members of the Delaware and Pennsylvania Bar Association, Fred and Bob own their own law practice. Their insight in estate planning laws and documents makes integrating your finances efficient and convenient.

Wouldn't it be great to have a wealth management resource that could coordinate all aspects of your finances so they work together for optimal results? Give Fred and Bob a call today.

3201-B Millcreek Road, Wilmington, DE 19808
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.