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.
We are continuously expanding our capabilities, so if you don’t see the account type you’d like to open listed above just reach out to us.