Wealth management is the process of addressing all of your wealth building needs in a coordinated fashion. We employ a set of sophisticated services designed to help you communicate your dreams and set in motion a framework to achieve your personal and financial goals.
Wealth management can be broken down into three main parts, Financial Planning, Investment Management, and Relationship consulting. Each of these areas plays a crucial role in the overall success of your financial life.
Financial planning addresses your base financial concerns and goals. This is where we gather information about your dreams and develop a plan to help bring them to reality.
Typically financial planning addresses many of these issues: cash flow needs, retirement planning, college planning, tax management, estate planning, asset protection, risk reduction, and charitable giving.
Financial planning is not a one-time activity. Your plan is continually monitored and, if required, adjusted based on your changing needs throughout life. Once your plan is created, we help you put it into action. That's where the other components of wealth management come into focus.
Investment management really begins in the financial planning process. Once we understand your goals, we tailor your investments to provide you with the opportunity to bring your dreams to life.
Just like financial planning, investment management is an ongoing process. Your portfolio is continually monitored for progress towards your goals. Adjustments are made in accordance with the changing needs of your life.
The best plans are useless without thoughtful and competent execution. We work as a seamless part of your overall advisory team. As we implement your financial plan, we bring in additional professionals to address highly specific areas of expertise. These professionals might include, tax and estate attorneys, credit specialists, a CPA, insurance specialists, and bankers. Leveraging our professional relationships or working with your existing team of professionals, we coordinate all of the team's input to get your plan done.