Wealth Management Advisors: Services

Services

A man is rich in proportion to the number of things which he can afford to let alone.

--Henry David Thoreau

The clients who benefit the most from our services are…

Delegators. They want to delegate their financial planning to a trusted advisor so they can be free to pursue a higher quality of life.
Values centered. They have values that guide their lives and they want to make smart choices about their money based upon what is important to them.
Successful. They are successful people who understand that there are things in life more important than money.

As your trusted advisor, we coordinate a professional resource team of specialists including Certified Financial Planners, Certified Public Accountants, Estate Attorneys, Investment Managers and Insurance Professionals to deliver our Private Wealth Management Service.

Private Wealth Management is characterized by “deliverables” that may include…

An annually updated Financial Road Map®*, which focuses on your values, goals and benchmarking your progress. It is reviewed with your tax and legal advisors.
An annually updated implementation plan, which summarizes the financial plan into a simple chronological list of action items.
A progress report, delivered in person every four months, that summarizes the assets and the progress made toward your expressed goals.
Twice a year we’ll discuss the big picture, covering your financial situation and reviewing the status of the implementation plan. This is a “view from 30,000 feet” so you can sleep at night knowing how your investments are allocated.
Annual income tax planning in November or December to estimate and minimize taxes and forestall any surprises in April.
Annual income tax preparation.
Once every five years we’ll review your estate plan. We’ll review it more frequently if congress changes the rules or if something in your situation changes.
Assistance with cash, debt management, bill paying, record keeping, filing and major purchases as needed.
Insurance reviews every three years. We will determine whether you actually need insurance, how much you need and also determine based on your stage of life what the right type of insurance for you would be.
Ongoing attention to milestones and goals and a game plan for accomplishing those goals, and updating the game plan when the financial plan is updated annually.

OLD WORLD
NEW WOLD

CONCERIGE

We feel the accomplishment of your goals is the greatest evidence that you have made smart choices about your money. It allows you to focus on the things in life that are really important to you.

We invite you to contact us to schedule a complimentary Financial Road Map® conversation to explore what Private Wealth Management could mean for you.

OLD WORLD | NEW WORLD CONCIERGE