Among other things, a sound wealth management plan addresses the matters of tax, insurance, and estate planning. A successful investment portfolio is often the output of a thorough wealth management plan.
Unlike most other firms, we have CPAs and Investment Advisors under one roof. This allows our teams to effectively communicate, monitor, and manage our clients' financial affairs.
Our full service team structure also works well when clients choose to maintain outside CPA's and estate attorneys. In fact the process does not change, as we simply offer a second opinion which often adds value and perspective.
Clients can receive their own customized website. This secure online access goes far beyond viewing their existing holdings, account balances, and online trading. Once a comprehensive financial plan has been completed, the client website becomes a "live financial plan."
This "live financial plan" is similar to the GPS (global positioning system) in a car or golf cart. By providing real-time, turn by turn directions clients keep on track, avoid hazards, and get to their final destination safely and with confidence.
With the ability to aggregate all of our client's finances, even outside accounts, into the plan clients can view their progress to short term and long term financial goals, stress test their plan, and even store important documents such as wills, estate plans, taxes, and more in a secure online vault.