Foundations of Wealth Management

What is Wealth Managment?

Wealth Management is the integration of financial strategies and advisory services to assist affluent clients, their families, and their businesses with the accumulation, preservation and transfer of wealth throughout the various stages of life.  Today's complex and ever-changing financial world make the need for comprehensive, professional advice even more compelling. To help you reach your goals we provide the foundation and a personal financial plan.

Our Process:

  • Design your personal financial plan to outline your goals and objectives for the future.
  • Work with you to incorporate these goals into a comprehensive financial plan that will help to serve as the guide for your investment and wealth management strategy.
  • Regularly review your plan with you to help ensure that we indentify and incorporate changes in your goals and objectives and current economic conditions.

We also assist in reviewing and updating your existing portfolio, establishing your core objectives, and provide support and advice on the following topics:

  • Investment options
  • Portfolio evaluation
  • Risk tolerance
  • Asset allocation
  • Investment strategies

  • Cash flow analysis
  • Insurance planning
  • Income tax planning
  • Education funding
  • Estate planning