Wealth Management.
The building and retention of wealth requires capitalizing on opportunity.
Where is your money managed?
Wealth & Complexity
As one’s wealth increases, so do the complexities of its management. Tax laws change while financial markets shift through unpredictable cycles. True wealth management involves an integrated, multilayered approach which follows a disciplined & predetermined process.
Bank Branch
Template investment mix
Generally provided via bank in-house mutual funds
Financial Planner
Provide basic retirement planning
Often utilize insurance products
Investment services generally consist of mutual funds only
Investment Broker
Offer an array of investment products
Focus primarily on investment accounts
Portfolio Manager
Manage a specific portfolio for all clients
Portfolios are not customized to the individual – assets are pooled with those of other clients
Integrated Net Worth Model
Back tested portfolio construction
Tax minimization planning
Income planning & projecting
Trusts & Estate preservation
Risk Management
Business & Corporate tax planning
Philanthropic Planning
Alternative investments
The Client Experience.
Through a defined process our advisory teams conduct in-depth discovery meetings in order to construct complete and integrated wealth plans. The initial plan development and review process may incorporate some or all of the following services.
- Integrated Model
- Tax Minimization Planning
- Income Projecting & Analysis
- Trusts & Estate Planning
- Software Developed Wealth Management Plans
- Net Worth Analysis & Management
- Business Succession
- Philanthropic Planning
- Investment Advisory Services
- Back-tested Portfolio Analysis
- Software Developed Asset Plans
- Tax Efficient Portfolio Construction
- Account Tracking & Consulting
- Benchmarked Results Reporting
- Risk Management
- Investment Policy Statements
