facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Live with confidenceManaging wealth is complex. We simplify it by providing retirement, investment, tax, and legal solutions to help you Live with Confidence.

Get Started

About Us »

Properly managed finances are a crucial foundation for secure and confident living.

Family of Solutions

For nearly 40 years, we have provided a legacy of economic well-being for our clients and community.

hand holding phone
The EWM Solutions Weekly »

Subscribe for exclusive newsletter content from our experts delivered directly to your inbox each week.

podcast app icon
Live With Confidence Podcast »

Quick weekly tips to keep you informed by our in-house experts.

economic update
Economic Update »

Monthly professional market commentary by EWM Investment Solutions.

More Than Money

We care about you living and enjoying your life. That’s why we’ve created a family of solutions to simplify wealth management as much as possible. A confident life is secure, and we are here for you through every stage.

Get Started

couple holding hands walking outdoors
Check the background of this firm on FINRA’s BrokerCheck.