Financial Solutions, Built for Your Future
Wealth management is about creating a personalized strategy that aligns with your unique goals. Collaborate with our trusted advisors to develop personalized portfolios that prioritize performance, risk management, and tax efficiency. Let us help you secure your financial future.
Trust & Estate Management
Trust Made Simple
At Croghan, we believe being a Trustee is both an honor and a responsibility. We offer expert trust administration, from revocable living trusts to charitable and special needs trusts. Our goal is to provide proactive management and personalized support, ensuring your trust and estate needs are handled efficiently and impartially.
Investment Management
Investing Made Easy
We take a personalized approach to investing, helping you achieve long-term financial goals. Whether you’re new to investing or looking to diversify your portfolio, our team offers expert guidance on creating an investment strategy that aligns with your financial objectives.
Financial Planning
Plan for Your Future
We offer comprehensive financial planning services tailored to your life’s goals. From budgeting and debt reduction to retirement and tax strategies, our planning process ensures that all aspects of your financial future are covered. We work closely with you to build a strategy that evolves with your life.
Business Succession Planning
Securing Your Legacy
Succession planning is critical for ensuring the continuity of your business. We help you develop strategies to smoothly transition ownership, secure assets, and minimize taxes. Whether you’re planning for retirement or passing on the business to the next generation, our team is here to guide you every step of the way.
Employee Benefit Plans
Empowering Your Workforce
We help businesses design and manage employee benefit plans that attract and retain top talent. With our partnership, you can ensure compliance with IRS and Department of Labor regulations, while also offering your employees financial wellness coaching and investment options that help them secure their futures.
Investment & Insurance Services
Coverage for Your Future
From annuities and college savings plans to life insurance and long-term care, Croghan provides a range of investment and insurance services to help safeguard your financial future. We offer tailored advice to help you protect your assets while building wealth.