Wealth Management Services

Description

This service starts where the initial financial planning engagement ends. It bundles investment advisory services and ongoing financial planning into a single offering. The purpose is to establish recommendations and an investment policy over a long period. 

After we deliver the financial planning recommendations, we continue to lead implementation and continuously adapt your portfolio and financial strategies to meet evolving goals and circumstances. Wealth Management includes regular updates and unlimited access to our expertise, ensuring a proactive approach to managing your wealth. 

The best planning is iterative. We will track the client’s financial situation and goals throughout the year. We are an accountability partner for following through on changes. We will also review the complete plan at least once a year to ensure its accuracy and appropriateness. We will implement any updates identified throughout the year between each annual review.