Types of Accounts We Manage:

• Taxable
  • Individual
  • Joint
  • Trusts
• Tax-Deferred
  • IRA
  • Roth
  • SEP
• Educational
  • Coverdell
  • 529
• Retirement
  • 401k
  • 403b
  • Profit Sharing
  • SERP
  • Keogh
• Other

Successful investing and financial planning are inseparable. In addition to providing unparalleled investment management services, XPYRIA will develop a financial plan that will help enhance your probability of meeting or exceeding your financial objectives. Whether it is running a tax-efficient portfolio or properly allocating a child’s 529 plan, XPYRIA has the knowledge and experience to handle any investment situation.

In addition, we will:

• work with your tax advisor and other professionals to maximize efficiency
• work to minimize tax implications related to investing
• create your wealth plan
• analyze outside investments
• provide ongoing education
• provide retirement planning and analysis
• analyze household cash flow
• provide education analysis and planning
• provide debt analysis
• counsel on refinancing, purchase, or lease
• develop, document, and update an investment policy

Furthermore, XPYRIA has developed multigenerational relationships with clients. As parents pass along their assets to children and grandchildren, they feel comfortable knowing our dedicated professionals will provide the highest level of stewardship for years to come.

By delivering high-quality service to our clients, we have created the best advocates for XPYRIA. Nearly 100 percent of our new business is generated by referrals from existing relationships.