What Types of Accounts do you Offer?

As of November 1st, 2023 we offer numerous account structures to support a wide range of client goals.

These include:

  • IRA Accounts (Roth, Sep, Simple, Solo, Regular, and Beneficiary),
  • Accounts designed to set funds aside for minors, including UTMA and UGMA accounts,
  • Taxable accounts for individuals, two-person households, and trusts, and
  • Business accounts for C corporations, S corporations, and LLCs.

At the moment, one notable omission from this is 529 and Coverdell savings accounts, which are designed to help families save for college expenses. In the event such a structure were appropriate for one of our clients, we would seek to refer them to an external service provider.

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