Helping grow,
protect, and preserve
your wealth
CONSORT, your trusted financial partner, works to create personalized strategies, helping
GROW
your wealth
With more than 60 years combined service in multiple industries and nearly two decades serving clients’ financial goals, CONSORT is moving forward to partner with our clients in an ever-changing financial landscape.
CONSORT, your trusted financial partner, works to find and fix pitfalls in your plan, helping
PROTECT
your wealth
We provide the best technology
while retaining the personal touch of a
one-on-one relationship.
CONSORT, your trusted financial partner, works now and for generations to come, helping
PRESERVE
your wealth
- Comprehensive Financial Planning
- Investment Management
- Life and Health Insurance Needs
- Strategies for Business Owners
- Estate Planning
Book a CONSORT Appointment | Call 859-254-8330