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Wealth Management

Wealth management is important if you’re serious about building and protecting assets for your financial future. Managing your wealth is not just about setting up an investment account and buying stocks. Our wealth managers are selective about the assets we buy on your behalf, considering the tax implications and how each asset fits into your overall investment strategy.

Our team of financial advisors specializes in guiding your wealth and investment decisions. We consider your unique goals and financial situation before we make recommendations. We always put your best interests first and make sure we recommend products and services that are in line with your goals and most likely to help you reach your long-term financial objectives.

Why Wealth Management Is Important

Building wealth doesn’t usually happen on autopilot. It’s easy to set up an investment or retirement account, but it takes experience and knowledge to manage your wealth in a way that gives you a chance to achieve optimal results. Without active wealth management, your portfolio might underperform, be too heavily invested in one stock or industry, and not be in line with your goals, timelines, and personal risk tolerance.

Examples of Investment Management Services

Examples of Investment Management Services

Wealth is not just about buying and selling assets. There is a lot more to managing your wealth to provide you with the best possible results. Here are some examples:

  • Tax optimization and planning
  • Asset allocation
  • Diversification of your investment portfolio 
  • Reviewing and analyzing past performance of your assets
  • Rebalancing your holdings to stay within your risk tolerance

When you work with an investment manager, you can expect a few intense planning sessions to uncover your financial goals and analyze your current financial situation. Once you’re on the path to building wealth, you’ll spend much less time worrying about your portfolio. And that’s the goal of investment management. You want to invest your money wisely to give yourself the best possible chance of a prosperous future, all the while you live your best life right now. 

Benefits of Working with a Wealth Manager

When you work with our wealth managers, you don’t have to think about how current events or fluctuations of the stock market affect your portfolio. A wealth manager has the knowledge and experience to make the best possible decision on your behalf regarding your assets. They’re also available for questions and concerns. And if you need to change your short- or long-term investment goals, having a wealth manager allows you that flexibility.

Frequently Asked Questions

How much you need to retire depends on your specific needs and goals. We can help you calculate your expected living expenses and estimate how much you will need to live comfortably during retirement. We’ll also consider the various income streams you might receive, including 401(k) distributions, IRA withdrawals, Social Security benefits, real estate income, income from other investments, and savings. With that information, we’ll help you set your next financial goals.

There are no risk-free investments. However, we can take steps to protect your wealth as much as possible. This includes using a diversification strategy that considers your goals and risk tolerance, mitigating taxes by making tax-efficient investment decisions, and analyzing your asset returns to keep your portfolio working optimally for you. In the end, you want to take advantage of your ability to invest in your future to avoid worrying about money during retirement.

Every investment decision impacts your taxes. It can increase your tax burden, or it can decrease it. When we buy or sell an asset on your behalf or suggest an investment product, we take our time to analyze its effect on your taxes. The goal is to keep as much money as you can after the government taxes their cut, and sometimes that seems counterintuitive when you look at the investment without considering taxes.

Talk to Us about Your Wealth Management Needs

If you’re ready to prioritize your financial future, our professional advisors are here to help. We specialize in wealth management services, and we would love to help you have the opportunity to reach your financial goals. Contact us today to schedule an appointment and discuss your investment management needs.

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