Estate Strategies, Inc.
We take an "a la carte" approach to financial planning. We realize that not everyone who walks through our door wants or needs the same advice. Yes, some folks are looking for a full-blown comprehensive financial plan, but others may just need help securing some life insurance or looking for investment advice on an old 401k. No matter what advice you seek, we are here to help. Through MyBridge, our online wealth management platform, our clients are now able to view and interact with their entire financial world on one secure site. We offer superior service, personalized attention and the integrity that only a boutique firm can provide. We pride ourselves on building lasting relationships with our clients and serving as trusted advisors.
The Holmes Group was founded in 1977 by Rob Holmes to focus on the advanced insurance and estate planning needs of high-net-worth individuals and family-owned businesses. In 1982, when Penn Mutual, our prime insurance carrier at the time, purchased Janney Montgomery Scott, we were afforded the ability to learn about other types of investment solutions so that we can offer it to our clients through our partnership with our broker-dealer. It was this turn of events that was the genesis of our firm developing into a “full service” financial advisory practice. Since then we have built a substantial base of Assets Under Management and provide a breadth of financial products to help our clients achieve their financial goals.* We have always remained a boutique practice true to our core family values. In 1998 Buck Holmes joined his father after graduation from Cornell University and today is the Managing Partner. Our firm is dedicated to continued growth while still maintaining a boutique, approachable feel for our clients. We continue to embrace new technologies and financial solutions to enhance our client service experience but realize that it is the relationship with us as trusted advisors that is the core of our client experience. And it is this relationship that our clients have grown to appreciate. A quality team, dedicated to continued education and high levels of integrity is what you can expect from your experience with our firm.
Through our web-based secure wealth management platform our clients can capture their entire financial lives in one easy to navigate personalized website. This service is offered to all of our clients at no additional fee. This allows us to consolidate the data from your entire financial world, regardless of whether the assets are under our direct management. This is a place to link your investment accounts, bank accounts, employer sponsored 401ks, home values, credit card and mortgage data, insurance policies, etc. There is also an area where you can upload important documents such as Wills, Trusts, Children’s birth certificates, etc. To learn more about MyBridge please don’t hesitate to give us a call.