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.