WEALTH MANAGEMENT
COMPREHENSIVE
WEALTH MANAGEMENT
Managing Wealth is More Than Managing Money
Wealth Management Tailored to Your Unique Needs
Wealth management is about organizing your financial life around your personal and family values. Our structured approach encompasses all seven areas of your financial life, ensuring your beliefs, fears, and aspirations are aligned with your financial goals.
OUR WEALTH MANAGEMENT
SERVICES INCLUDE
Portfolio Management*
Fiduciary Duty: Legally bound to act in your best interests.
Investment Policy Statement: A written and established guide for your investments.
Sound Investment Philosophy: A cost-effective and prudent investment portfolio
Tax Planning
Annual Tax Checklist: Regular reviews to optimize your tax situation
Specialized Tax Structures: Tailored for corporations & high-net-worth individuals.
Advanced Tax Deferral Strategies: Including Individual Pension Plans (IPPs)
Estate Planning
Collaborative Estate Documentation: Work with legal professionals to prepare and review documents.
Alignment with Personal Goals: Ensure your estate plan reflects your vision and personal goals.
Risk Management
Comprehensive Risk Review: Insurance solutions and beneficiary audits
Risk Management Checklist: Ensure all potential risks are accounted for and mitigated.
Debt Management
Debt Elimination Plan: Structured schedules to manage and eliminate debt efficiently.
Cash Flow and Budget Planning
Tailored Budget Plans: Ensure your cash flow aligns with your financial goals.
Charitable Giving
Charitable Trusts: Setup and management to support your philanthropic goals.
*Portfolio Management products and services are provided by Cornerstone Fiduciary Wealth Management
GET A TEAM with
Expertise ON YOUR SIDE
While I bring a strong background in finance, the complexities of wealth management require a team of experts.
I coordinate with the Approach Network of Professionals to provide a comprehensive family office structure, typically reserved for ultra-high-net-worth families.
THE WEALTH MANAGEMENT
Process
Financial Proposal & Roadmap
Analyze goals and current financial situation.
Identify areas of opportunity and draft structured plan with timelines.
Involve the necessary professionals and estimate the costs for services.
Annual Review Schedule
Goals-based reporting and regular updates to ensure you stay on track.
WHY CHOOSE US?
Our wealth management services are designed to provide clarity, confidence, and control over your financial future. We are committed to helping you achieve your life goals while safeguarding your wealth.
Your first step is a free consultation call to see if we’re a good fit to work together. Click the button to set up a time I’m looking forward to meeting you!