What is Wealth Management?
We recognize our world of personal finance is not always easily understood, so let's start with the Basics...
We define Wealth Management as a customized service whereby an investment advisor consults with an investor/retiree on their specific goals and objectives and tailors strategies to fit these needs.
Goals can range from growing wealth, provide income, or minimize tax.
Life events can often trigger the need for proper wealth management such as divorce, retirement, health issues, business sale, or inheritance.
Many of our clients spend a considerable amount of time building businesses and saving money that their accumulated wealth is beyond what they have time to research and manage.
Wealth Management is more than investment advice. We take a holistic view of all of the person's assets when developing a retirement plan. A plan will often include input from a person's trusted advisors such as attorneys, tax professionals, and bankers. We don’t provide legal or tax advice.
You need to envision your financial well-being.
We know businesses and professionals in the tech and emerging industries typically operate in fast-paced environments so the heavy lifting is done primarily by us so you can live your life without constantly planning it.
