Wealth Planning

Trump Accounts: What They Are, What They Aren’t, and Where They Fit Your Plan

Most families we work with don’t need more accounts; they need the right ones, used in the right way. You may have noticed recent headlines about Trump Accounts, a new federal savings program launching on July 5, 2026, designed to help children build long‑term financial security. Whenever something new like this appears, clients naturally wonder […]

Elliott C. Hollingsworth

Peter J. Boyle, CFA

David J. Nelson, CPA 

Gretchen E. Lee

David Y. Lin, CFA

George E. Hasbun, CFP®

Roger L. Gewecke, Jr., CFA

Kathleen Gilmore, CFP®

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