WEALTH MANAGEMENT
CREATING WEALTH
Wealth Management, a term that has become more popular over the past few years as more people become familiar with investing and financial planning. All of our financial advisors have a fiduciary responsibility to our clients’ needs as we always have, even prior to it becoming known to the common investor. In all areas of our service we do not simply sell products to generate commissions. We focus on providing high value to high net worth families and charge a fee for our services to achieve long term financial results. In our private wealth management services we take a different approach from the common financial professional.
If you have some plan or portfolio and are looking for financial advice to protect the assets you currently have, this is where a true fiduciary investment advisor can have a vital role to you continued success.
WHAT IS WEALTH MANAGEMENT?
Wealth management is a high-level professional service that provides an integrated approach to growing and preserving income and assets, as well as determining how much of a client’s wealth is to be distributed and for what use.
Wealth management typically includes investment planning, financial planning, tax strategies, retirement, legal, and estate planning under a over structure that simplifies your financial life. Wealth management also takes into consideration the “what if situations” that happen to all of us.
In our approach to developing a wealth management plan that meets your objectives; we understand that your relationships with your other trusted advisors such as attorneys, CPA, or advisory board are important, which why we include them into your overall planning. If you don’t already have additional consultants that you work with, we can recommend other professionals that fit your needs.
our wealth management Process
Create a wealth management plan based on your financial picture
Manage assets and investments to maximize growth
Evaluate tax strategies to minimize taxes on your portfolio
Manage risk and identify opportunities
Make recommendations based on your priorities and preferences
