Wealth Management

Wealth Management

With the right knowledge and expertise, you can build significant wealth using investments. But you don’t have to become a financial expert to save for retirement or build generational wealth. That’s where our financial advisors come in. With our wealth management services, we make our expertise available to you, helping you to reach your financial goals.

What Is Wealth Management?

Wealth management is the job of handling your financial assets with the goal of protecting and growing them. It includes buying and selling assets, balancing your portfolio, analyzing your asset performance, and making investment decisions in line with your personal objectives and timelines. Managing wealth can be a full-time job, which you probably don’t have time for. We’re here to help.

What’s The Difference Between Wealth Management & Financial Planning?

Wealth management is one aspect of financial planning that mostly deals with handling your financial assets. Financial planning also includes insurance and tax planning and considers your overall financial picture. A financial plan is the roadmap for your money, whereas wealth management is hiring someone to drive part of the trip to wealth for you. Unless you’re superhuman, you probably need both.

What Is The Goal Of Wealth Management?

The goal of our Investment Committee is to construct, implement, and monitor diversified portfolio models that adhere to various levels of risk tolerance (ranging from conservative to balanced to growth), utilizing low-cost funds from some of the most reputable brokerage houses, including Vanguard and Charles Schwab, with an emphasis on tax efficiency and risk mitigation. This includes market risk, which refers broadly to the volatility of the stock market as a whole, as well as industry risk, interest-rate risk, sector exposure, and the risk of inflation over time. Our financial advisors work to help clients implement these portfolios into their overall financial plans.