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Expertise

We have the knowledge and ability to serve a variety of clients and specialize in legacy building and risk management. Wherever you are in your investment journey, we can help with:

Wealth Management

Wealth management is key to financial freedom. Achieving that goal demands an across the board blend of innovation, flexibility, service, and knowledge. 

Retirement Planning

Effective retirement planning recognizes, and accommodates, today's "new normal." A plan's flexibility must complement its durability and adapt to the evolving definition of retirement. 

Legacy Building

Asset protection and legacy planning are a hand-in-glove arrangement essential to financial independence in the midst of today's volatile investment landscape. 

Estate and Tax Planning

A collaborative approach is used to craft an effective strategy.

Durable Portfolio Construction

Plaza's advisors seek to know the investment landscape, the pitfalls, and blind spots that can harm your investments.We use proactive financial education to help you anticipate and mitigate risk.

Risk Management

Lawsuits, death of a business owner, and loss of key personnel are just some of the uncertainties that can threaten the wealth you’ve worked hard to attain. We have experience crafting action beyond just reaction to these circumstances. 

Executive Transitions

Leaving a company, even under the most advantageous of circumstances, carries with it company benefits decisions that can have far-reaching financial implications. Plaza Advisory Group is sure-footed when helping its clients traverse this often unfamiliar territory.