What is Wealth Management?

Wealth management is a financial advisory service that combines other financial services to address the needs of our clients. It is a consultative process whereby the advisor gleans information about the client’s wants and tailors a bespoke strategy utilizing appropriate financial products and services.

It’s more than just investment advice, as it can encompass all parts of a person’s financial life. The idea is that rather than trying to integrate pieces of advice and various products from a series of professionals, high net worth individuals can benefit from a holistic approach in which a single manager coordinates all the services needed to manage their money and plan for their own or their family’s current and future needs.

Wealth Management Includes:

  • Investment Planning
  • Portfolio Management
  • Tax Planning
  • Business Continuity

Our Financial Planning partners will develop a plan that will maintain and increase a client’s wealth based on that individual’s financial situation, goals and comfort level with risk. After the original plan is developed, the manager meets regularly with clients to update goals and review the financial portfolio. Contact us to find out more