Our conversation about wealth management will focus on three key areas that we believe will result in a comprehensive outlook for your future.
Lifestyle: Not only your current one but also the lifestyle you aspire to. We will talk about your cash flow and future spending obligations, retirement planning, education funding, wealth transfers to heirs and your philanthropic wishes.
Risk: Recognizing whether you have too much or not enough risk is another element we will discuss. Risk management topics, among others, will include diversifying investments to help you protect your portfolio against market volatility and protecting your family from less than ideal decisions by engaging an impartial trustee or executor.
Investment: Asset management goes beyond investment performance. Based on your financial status today we will calculate the returns necessary to help you achieve your target, craft an investment program designed to help you reach it and assess the likelihood you will reach or exceed your goals.