As our clients approach different times of their life, we provide guidance and clarity, which both empowers them to act confidently and providing them peace of mind. We define wealth management as the purposeful building & distribution of financial resources through investing, financial planning & risk mitigation.
During this phase, individuals are primarily focused on saving and investing the assets they are likely to need to help meet their long-term financial goals.
As investors move into their peak earning years, their financial focus may gradually shift from asset growth to protection from unexpected adversity or market volatility.
At some point, a client starts to use their investments for retirement income or to fund activities and purchases while still working.
Most families wish to pass on their hard-earned wealth to descendants or other important people in their life. Furthermore, many people wish to gift charities or other organizations. For many people, part of their legacy is the money they give when they are no longer using it.