Helping individuals and families to plan for the future 

Estate Management Group provides investment management solutions for persons planning for their retirement and for individuals who are actively retired. We design investment portfolios based on your unique retirment goals and seek to provide you with retirement income for life.

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Addressing the unique needs of portfolios in excess of $1m

Investors and families with portfolios in excess of $1m may benefit by working with Estate Management Group. Understanding the unique unique challenges and opportunities for high net worth investors allows us to focus on investment strategies that aim to: 1) Reduce tax liability; 2) Control portfolio fees and costs; 3) Explore alternative investment options.

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Serving Business Owners with investment and continuation planning

As a business owner you are faced with unique investment and insurance opportunities for yourself, your employees and your family. The team at Estate Management Group has more than 30 years of experience in investment and retirement planning with a focus on serving business owners and the self-employed. 

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Engaging Women in Wealth™ 

As a female financial advisor, Deb Sims has seen firsthand that women tend to be an underserved demographic when it comes to financial, investment, and wealth management services. This demographic has shifted and more and more women are becoming the primary or sole financial decision maker.

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