What is Wealth Management?
Every financial decision we make has an impact on our lives which ripples through even the non-financial dimensions of our lives. Wealth management combines ongoing financial planning and prudent investment management into a process of clarifying and enhancing your financial situation by addressing all of your financial possibilities and goals on a regular and ongoing basis. This involves working with a financial professional who’s main objective is to understand you and to find out what’s important to you and why. We work with you as a consultant and not as a product provider or seller. If appropriate we can also coordinate an independent team of experts such as tax and estate attorneys and accountants to address your more complex and specific needs. This process can not only enhance your current financial situation but also provides you with a framework for making smart financial decisions as you move forward.