What is Wealth Management?
Wealth management is a high-level professional service that combines financial and investment advice, accounting and tax services, retirement planning and legal or estate planning for one set fee.
Our Wealth Management Approach
Our wealth management service is more than just investment advice, as it can encompass all parts of a person's financial life. The idea is to integrate pieces of advice from a series of professionals and benefit from a holistic approach.
Your questions will be encouraged and our answers will be straightforward. We’ll help you understand where your money is invested, how your investments are performing, and how much it’s costing you. To address client needs for income, estate planning, gift planning, generation-skipping tax planning and philanthropy, our professionals will help to craft and implement holistic wealth management solutions.