Overview

Wealth management = investment consulting + advanced planning + relationship management

The easy shorthand for the formula is this:

WM = IC + AP + RM

Investment consulting addresses the top concern of our clients: preserving their wealth. It is the primary offering of most financial advisors.

Advanced planning addresses the four primary financial concerns beyond investment consulting: wealth enhancement, wealth transfer, wealth protection and charitable giving.

Relationship management has two parts. First, it means building and fostering client relationships over time through a consultative process. Second, it involves managing other professional advisors—both the ones in our network and our clients’ other advisors—in order to address advanced planning concerns.

Wealth management enables us to become your personal chief financial officer. In this capacity, we will help you make informed decisions to maximize the probability of achieving all that is important to you. We know of no value promise that is more compelling.