We serve individuals and businesses in all areas of financial management, including:

  • Retirement planning
    Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
  • Tax management
    Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.
  • Estate planning
    Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
  • Risk management
    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
  • Education funding
    Recommending investment and accumulation strategies to help you pay for your children's education.
  • Investment Planning
    Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.
  • Employee and executive benefits
    Helping your business attract and retain qualified employees through benefit packages.

Republic Wealth Management believes that choice is crucial in investment and financial planning. Our firm provides access to a selection of investment products that is broad and deep.  This allows our advisors to provide what they believe is best in class to their clients.


  • NYSE Listed Stocks
  • NASDAQ Over the Counter
  • All Other Major Exchanges
  • Foreign Stocks
  • Initial Public Offerings
  • Margin Accounts
  • Corporate Finance
  • 144 & Other Restricted Securities Sales
  • Employee Stock Option Plans


  • Municipal
  • Corporate
  • Treasury
    • Bills
    • Notes
    • Bonds
    • Strips
  • Mortgage Backed
    • CMA
    • GMNA
    • FNMA
  • Government Agency
  • Certificate of Deposit Securities
  • Structured Note Securities
    • Equity Linked Securities
  • Preferred Debt

Mutual Funds

  • Open-End Funds
  • Closed-End Funds
  • Networking

Asset Management

  • Independent Manager Search
  • Performance Monitoring & Reporting
  • Wrap-Fee Accounts
  • Asset Allocation
  • Outside Managed Accounts
  • Separately Managed Accounts

Retirement Accounts

  • IRAs/SEPs
  • Defined Benefit
  • Defined Contribution
  • Money Purchase
  • Profit Sharing
  • 403(b)
  • 401(k)

Alternative Investments

  • Oil and Gas
  • REITs
  • 1031 Exchange
  • Equipment Leasing
  • Managed Futures
  • Equity Linked Notes

Unit Investment Trusts

  • Equity Portfolios
  • Taxable Fixed Income Portfolios
  • Tax-Free Fixed Income Portfolios

Cash Management

  • Daily Sweep Accounts
  • Money Markets
  • Check Writing
  • Gold Visa Debit Card
  • Insured CDs
  • Automatic Bill Paying Services
  • Online Account Access


  • Fixed Annuities
  • Variable Annuities
  • Term Life
  • Variable Life
  • Universal Life
  • Whole Life
  • Disability
  • Long Term Care


  • All Major Exchanges