TRUSTED • KNOWLEDGEABLE • PROFESSIONAL

Staley Insurance & Wealth Management provides insurance and investment advice for small to medium size business owners and self-employed professionals. Our planning services focus on an integration of personal and business planning opportunities, as well as risk management, estate planning, and tax efficiency. We help you create a stable framework to build wealth, protect your family, enjoy your life, retire comfortably, and leave a legacy.

Starting your practice? Taking your established business to the next level? Selling or transitioning to the next generation of owners? We are here to provide trusted advice and customized solutions to protect your hard work – whatever your stage of life.