Debt Management

Managing your liabilities is an important component of your overall financial picture. As part of our total wealth management approach, we will work with you to help minimize the effect that your liabilities have on your financial well-being.


Your mortgage is very likely your single largest liability. We can analyze your mortgages and home equity lines of credit to see if there are any ways to lower the interest rates you are paying and, if possible, refer you to someone to assist you with this process.

Credit Cards

We can work with you on lowering the amount of credit card debt you carry and provide you with tips and advice for managing the interest rates on your credit cards.

College Loans

We can help you make the best decisions when it comes to your family’s education planning. Please visit our Education Planning page for more information on the options we can assist you with.