Wealth Management is an all encompassing term. It incorporates all your financial endeavors. It may originate with an investment portfolio or an IRA or a 401K but these only begin the journey of taking all that you have and all that you will have and integrating that with planning, allocating, measuring, implementing, managing, monitoring, adapting, adjusting and anticipating every financial step of your life. When your wealth is well managed, your life may possibly become everything you realistically want it to be with a lot less effort on your part than you might expect.
Effective wealth management includes integrated financial and tax planning, retirement planning, and estate planning. These plans are then carried forward through recommended appropriate investment vehicles, which we actively manage and monitor continuously.
Skill and caring
Ideally it would begin at the cradle: the college plan, the trust, and the insurance to protect your children if anything happens to you. For those of us not quite that fortunate, the need for wealth management becomes obvious in time. Then it simply becomes a matter of taking that first step to finding the advisor/advisory firm in pursuit of building your wealth. You need the right person with the proper credentials and skills who cares enough and is passionate enough about helping you achieve what is important to you and your life and the lives of your loved ones.
So WE are here for YOU when YOU are ready for US.