Wachovia

 

Erik M. O’Neill, CFP® CRPC®
Senior Vice President – Investment Officer
PIM Portfolio Manager
 
Kenji J. Kimura
Financial Consultant
 
Stephanie L. Poirier
Registered Client Associate
 
Our mission is to become an essential partner in our clients’ lives by providing tailored financial advice that is both suitable and unbiased. By carefully selecting the members of our team, and by constantly improving ourselves through continuing education, our goal is to provide the highest level of service and professionalism. 

 
Calculators

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Newsletters

Pursuing Both Growth and Value

Maintaining a balance of growth and value investments may help investors add a new dimension of diversification to their portfolios.

What Does a Fed Chairman Do?

The Federal Reserve plays an important role in our economy, and the chairman is its most visible player. His behavior is a good source of clues about what the future may hold.

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

More Newsletters →