Wealth Management is much more than just managing assets. While investment performance does account for a portion of wealth accumulation, did you know that there are many other factors that contribute to your overall net worth? Things like proper Estate Planning, Tax Strategy, and even a Roth IRA Conversion can add significantly to your bottom line. Wealth management looks at all aspects of your financial life and ensures that everything is working together to help you meet your goals.
Our wealth management philosophy is based on listening. You have a story to tell - about your experiences, your goals, your concerns - and we want to hear it. This tells us what wealth means to you and it becomes the basis for how we work with you. Our job is to act as your advocate in all financial matters. From initial planning, to asset management and beyond, we make sure you understand each step and its impact on your overall plan. Wealth management is not a one-time event, so we talk with you often and make updates as your life evolves.
While many firms focus solely on portfolio management, our wealth management process provides numerous additional benefits to our clients. We invite you to read more about the many topics our wealth advisors take into consideration and how they can contribute to your wealth accumulation goals. When you are ready, call us to set up a complimentary introductory meeting. We look forward to hearing your story.
You will receive an individually designed asset allocation plan to help you achieve your financial goals.
Do you give small amounts to many charities or do you have a plan for your charitable giving? Having a method could make better sense for estate and tax planning.
Understanding tax strategies and managing your tax bill should be part of any sound financial approach.
Coordinating your estate plan with your financial plan is an important part of ensuring your wealth is distributed according to your wishes.
How your wealth is transferred should be up to you. Make sure you have important documents in place that spell out exactly how your assets should be divided.
firstname.lastname@example.org | 781-743-2600