wealth management experience where we do the heavy lifting.
The Wealth Solution
Trying to piece together a plan on your own with advice from different professionals who have never met each other can be a frustrating and time-consuming process. And knowing if you're on the right track can be nearly impossible.
Our solution is designed for clients who desire a single source for the creation, implementation, and management of a holistic financial plan that integrates and coordinates the recommendations of all new and existing advisors.
Clients who choose this solution are provided with a variety of services that include:
On-demand financial services with priority scheduling and service requests
Macro-management of personal finances working with new or existing advisors
Up to 4 annual meetings in person or online with other advisors as needed
Up to 1 family governance meeting per year with important family members and other advisors
Personal financial management website to help organize and monitor personal finances
The Value of Working
with an Advisor
Those who work with an advisor reports substantially greater financial security, confidence and clarity than those who go it alone.
Percentage of people who say they feel very financially secure.
Planning and Progress Study, 2019 Source.