We understand wealth management to be a comprehensive and integrated approach that requires evaluating all assets and financial affairs. It is the role that, as shown to the right, includes managing investments, managing relationships between the client and other professionals, and developing advanced financial planning for both now and the future.
As investment managers, we’re registered independently – which means we’re not required to invest certain products with certain companies, nor are we required to meet specified quotas for these companies. We’re able to suggest and manage investments that meet the needs of our individual clients. Additionally we also have the capacity to use various screening processes that we can utilize for clients, such as Biblically Responsible Investing (BRI) or Socially Responsible Investing (SRI).
As relationship managers we serve as a leader in bringing in other appropriate professionals as needed, such as attorneys, accountants, and insurance agents. When professionals are all communicating directly to each other, the client is much better served.
As advanced planners we realize there are eight key issues that need considered in wealth management: estate planning, financial independence, charitable intents, asset titling, liabilities/debt elimination, investments, insurance coverage, and taxes. Decisions concerning one of these issues concerns them all, and so good wealth management takes into consideration all issues surrounding a decision.
