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Our Services

As a multi-generational wealth management firm, we provide solutions across an array of financial products and engagement levels with affluent individuals, endowments, trusts and corporations.

Communication, Transparency and Service Before Self are the cornerstones of our relationships. We focus on the unique wealth management needs of medical and legal professionals, business owners and families with special needs.    In addition, we provide investment banking services for companies looking to buy, sell or raise capital.

Constant Wealth Management also provides an automated online investment experience, WealthGen, for clients. With WealthGen, clients can establish an automated investment management account online, while still having full access to our experienced advisors. All of our institutional portfolios are available through WealthGen. Through WealthGen, new clients begin the setup process online, determine their risk profile and select the appropriate investment portfolio. Portfolios are managed consistently by Constant Wealth Management and rebalanced on a regular basis.


  • Automated Investing via WealthGen
  • Bonds
  • Check Writing
  • Common Stock
  • Debit Card
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes

    Financial Planning

    • Retirement Plans
    • Tax Plans
    • College Plans
    • Estate Plans
    • Money Management

      Estate Planning

      • Trust Guidance
      • ILITS
      • Wills
      • Power of Attorney
      • Health Proxies

      Corporate Planning

      • 401k Planning
      • 403b Planning
      • Money Purchasing Plans
      • Profit Sharing Plans


        • Variable Annuities
        • Disability Income Insurance
        • Life Insurance
        • Long Term Care Insurance
        • Individual Health Insurance
        • Group Health Insurance

          Accounting & Tax - Offered through licensed CPAs

          • Bookeeping
          • Tax Plans
          • Financial Consulting