Wealth Management

Wealth ManagementWealth management is an investment advisory service that combines other financial services to address the needs of affluent clients. By being a wealth manager I am a financial advisor that utilizes the full spectrum of financial disciplines available, such as financial and investment advice, legal or estate planning, accounting, and tax services, and retirement planning.

I consult with my clients to learn needed information about their financial goals and aspirations to fashion a strategy utilizing the appropriate financial products and services at my disposal to seek to achieve those said goals. In many cases for these clients it becomes necessary to coordinate input from outside financial experts as well as my client's own agents (attorney, accountants, etc.) to design the optimal stratagem to benefit my client.

After the original plan is developed, I plan regular meetings to update goals, review and rebalance the financial portfolio, and investigate whether additional services are needed, with the ultimate goal being to remain in the client's service throughout their lifetime.