With increasing wealth, comes increasing responsibility. Most people believe they can achieve all of their financial objectives in life by just merely investing in the capital markets. To achieve complete financial freedom throughout one’s life, one must plan for and manage all types of risks and life style changes. To aid our clients in living a worry-free life is why we offer the full spectrum of wealth management services.
We offer retirement planning, estate planning, tax advice and planning, insurance and risk management, and asset protection services. These services are available through our professional network of Attorneys, CPA’s, and CFP’s. They are available as individual services or as a fully inclusive package.
These wealth management services are offered outside of the scope of our investment management services and are available to clients on an hourly basis or at a flat fee. The hourly fee rate is $250.
What is Wealth Management?
Wealth Management is a combination of retirement, estate, and tax planning, insurance and risk management, and asset protection. Many families have to make difficult financial decisions after certain life changing events, such as selling a business or inheriting large sums of money.
The newly found wealth must be protected and at the same time, must grow to satisfy the future financial obligations or needs. Main objective in wealth management is to put all different components into one manageable picture. This is achieved by working closely with professionals of each component.
Wealth Management Services
Wealth Management DIY
Don’t need the full spectrum of our wealth management services? Our Wealth Management Portal provides access to eMoney Advisor’s award-winning financial planning software, account aggregation and resources to prepare our client’s secure financial future at no additional cost. eMoney Advisor is owned by Fidelity Investments.