Wealth management services provides a holistic level of planning and investment management. The following services are provided:
General Services provided:
- Discover and help prioritize a Client’s short and long term goals.
- Identify the life transitions the Client is and expects to be experiencing.
- Gather and organize the Client’s data and documents.
- Analyze the Client’s financial condition, strengths, weaknesses, opportunities and threats as the relate to the Client’s goals.
- Develop a strategy that attempts to balance the Client’s risk tolerance and goals.
- Help implement financial decisions.
Ongoing Advice and Service:
- Continue to help prioritize both short term and long term goals with the Client.
- Review the financial plan regularly.
- Meet with the Client to review goals and progress.
- Monitor life transitions.
- Update the financial plan regularly as needed.
- Strategize and coordinate with other Advisors (Accountants, Attorneys, Insurance Agents, etc)
Asset Management (Under Advisor’s Management)
- Portfolio construction, investment selection and execution of trades.
- Periodic reporting.
- Re-balancing the portfolio when appropriate.
- Re-allocating the portfolio due to changes in the economy, of the Client’s objectives or performance of the mutual fund or ETF selected.
- Tax loss harvesting (where applicable)
To discuss your individual situation please contact us.
