Our Services

The Normandy Group specializes in integrating financial, retirement, charitable and estate plans utilizing a network of specialized advisors. Our services include comprehensive asset management, cash flow analysis and insurance services.

We provide a safe environment in which you, your family, and your advisors can discuss and reflect on the important matters in your life. We strive to develop a full range of interrelated, innovative strategies, which we call
Wealth Strategies Designs.

  • Financial and Estate Planning
  • Charitable and Tax Planning
  • Portfolio Construction
  • Investment Management
  • Insurance Placement
  • Retirement Plan Designs Including Multi Generational IRA Planning
  • Administrative and Funding Services

The Normandy Group is a full service financial and estate planning organization. We serve our clients through a collaborative effort of the clients financial, legal, insurance and accounting advisors.

Clients who need but do not have outside advisors are given referrals to numerous competent professionals. 

Make an appointment today to meet with a Normandy Group advisor. You'll find our Wealth Design professionals and their methodologies to be a welcome relief from traditional planning practices.