Wealth Management
Wealth Management
Anyone who wants help addressing all his or her financial needs is finding
a firm that provides true wealth management.
We define wealth management as a formula:
WM = IC + AP + RM
Investment Consulting (IC) is the astute management of investments over
time to help achieve financial goals. It requires advisors to deeply
understand their clients' most important challenges and then to design an
investment plan that takes their clients' time horizons and tolerance for
risk into account. It also requires advisors to monitor both their clients'
portfolios and their financial lives over time so that they can make
adjustments to the investment plan as needed.
Advanced Planning (AP) goes beyond investments to look at all the
aspects that are important to your financial life. We break it down into
four parts: wealth enhancement, wealth transfer, wealth protection and
charitable giving. In our experience, very few financial advisors offer
these services.
Relationship Management (RM) is the final element. True wealth
managers are focused on building relationships within three groups. The
first and most obvious group is their clients. To address their clients'
needs effectively, they must foster solid, trusted relationships with them.
Second, wealth managers must manage a network of financial
professionals - experts they can call in to address specific clients needs.
Finally, wealth managers must be able to work effectively with their
clients' other professional advisors, such as their attorneys and
accountants.
Wealth management requires understanding of both financial and
personal aspects of life. We understand how financial matters impact
every area of life, from work to family and charitable interests. Our wealth
management approach has discipline, prudence, and due diligence. Our
goal is to help clients preserve and grow their wealth through both the
design and the implementation of a tailored and focused plan that is
continuously monitored and updated.
True wealth management is part art and part science. Call us. We can
help.
Anyone who wants help addressing all his or her financial needs is finding
a firm that provides true wealth management.
We define wealth management as a formula:
WM = IC + AP + RM
Investment Consulting (IC) is the astute management of investments over
time to help achieve financial goals. It requires advisors to deeply
understand their clients' most important challenges and then to design an
investment plan that takes their clients' time horizons and tolerance for
risk into account. It also requires advisors to monitor both their clients'
portfolios and their financial lives over time so that they can make
adjustments to the investment plan as needed.
Advanced Planning (AP) goes beyond investments to look at all the
aspects that are important to your financial life. We break it down into
four parts: wealth enhancement, wealth transfer, wealth protection and
charitable giving. In our experience, very few financial advisors offer
these services.
Relationship Management (RM) is the final element. True wealth
managers are focused on building relationships within three groups. The
first and most obvious group is their clients. To address their clients'
needs effectively, they must foster solid, trusted relationships with them.
Second, wealth managers must manage a network of financial
professionals - experts they can call in to address specific clients needs.
Finally, wealth managers must be able to work effectively with their
clients' other professional advisors, such as their attorneys and
accountants.
Wealth management requires understanding of both financial and
personal aspects of life. We understand how financial matters impact
every area of life, from work to family and charitable interests. Our wealth
management approach has discipline, prudence, and due diligence. Our
goal is to help clients preserve and grow their wealth through both the
design and the implementation of a tailored and focused plan that is
continuously monitored and updated.
True wealth management is part art and part science. Call us. We can
help.
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Wealth Planning & Management, LLC.
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