Wealth Planning


What is Wealth Management?

Wealth management is an investment advisory service that combines other financial services to address the needs of affluent clients. It is a consultative process whereby the advisor gleans information about the client's wants and tailors a bespoke strategy utilizing appropriate financial products and services.

Wealth management combines both financial planning and specialized financial services, including cash-flow management, estate planning, debt management legal and tax advice, and investment management services. The goal of wealth management is to sustain and grow long-term wealth.

There are no quick or easy gimmicks to financial success. There are, however, clear steps you can follow to assess where you are today and set you on a course of action to improve your net-worth and move toward success.

Below are 5 often overlooked yet valuable advice with regards to wealth management:

  • Automate your savings and investments
  • Use credit wisely
  • Use insurance wisely
  • Understand risk and accept it
  • Create or update your estate plan

Services offered under Wealth Management:

  • Wealth management includes investment advisory service along-with other financial services as required to address the needs of affluent/HNI clients.
  • Our wealth management advisor is a high-level professional who manages our affluent client's wealth which consists of portfolio design, monitoring and review.
  • Affluent clients benefit from a holistic approach in which a single manager coordinates all the services needed to manage their money and plan for their own or their family's current and future needs.
  • This service is usually appropriate for wealthy individuals with a broad array of diverse needs.