What We Do

Backed by over 43 years of personal and professional investment experience, Assurance Wealth Management equips investors in all stages of life and financial situations with the tools needed to invest with confidence and understand what a tailored investment strategy can do for them.

Retirement Planning

Define your goals and develop an individual strategy that maximizes your retirement income.

Tax Planning

Minimize your tax burden and maximize your asset longevity by planning where your money will come from.

Trust & Estate Planning

Create a lasting financial legacy for the people and causes that matter to you most.

Wealth Management

Build and preserve your wealth with a holistic wealth management approach that takes your unique financial situation into consideration and optimizes it.

Social Security Planning

Social Security is one of the most valuable and least understood benefits available to retirees today.

Risk Management

Know how much of your portfolio is at risk at all times thanks to our highly transparent, risk-minimizing investment philosophy.