Our Company and Services

As a full-service financial firm committed to helping people pursue their financial goals, Normandy Wealth Management offers a wide range of financial options for individuals and business owners alike.

While developing a customized financial program with Normandy Wealth Management, we walk you through a step-by-step process designed to ensure confidence in your decisions.

Once your goals have been established, we help you implement a financial strategy to suit your vision and objectives; executing a sound financial program utilizing the following strategies as appropriate:

  • Tax-advantaged strategies
  • Investment management
  • Customized portfolios
  • Retirement strategies
  • Estate conservation
  • Insurance coverage
  • Education planning
  • Securities-based lending

Please call us if you have any questions about Normandy Wealth Management or the range of financial products and services we provide. Normandy Wealth Management has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.

We’re looking forward to using our expertise to help you pursue your financial goals.