Wealth Management is our primary service. It is making sure everything stays on track, even if that track changes over time.
Your life and goals will evolve. Your financial plan and investment portfolio should adjust as well. That is what Wealth Management is about. It is simply the combination of investment management and ongoing financial planning, with a focus on meeting your needs and goals.
We typically provide Wealth Management for clients with investment portfolios of $750,000 or more.
For younger clients and those still accumulating their wealth, we offer an Emerging Wealth program. This is usually for clients with an investment portfolio of $250,000 - $750,000. Emerging Wealth is a slightly scaled down version of Wealth Management with a lower minimum quarterly fee.
Obviously, your assets and investments will play a crucial role in your desired retirement lifestyle. The next sections will go over: