Wealth Management is a term often used in the financial industry, but not often defined or understood by clients. As a wealth manager, our role is to pull all the financial pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. A wealth plan will encompass your entire financial well-being; from investments and insurance, to tax planning and estate planning, to your business interests, to the unique opportunities and challenges in your personal and family's wealth matters.
Using a personalized, comprehensive approach, our wealth planning process doesn’t stop there. You may have a number of professionals who provide you with sound advice in their areas of expertise; however, each may be making recommendations without the full knowledge of the others’ advice. As the main source for all of your wealth needs, we work with your professionals to help you make the right decisions.
Insurance products and services are provided through Assante Estate and Insurance Services Inc.