Integrated Wealth Management
Our Integrated Wealth Management Service:
What happens if you live 15 years longer than expected? What happens to your family if 33 was your last birthday? Could they continue living at your current standard of living? Would they be able to financially survive? For how long? Should you be saving more money? Where should you put that money? How do you compare with the average American your age? Are you a young professional who took advantage of your employee stock purchase plan? How much of your total investment portfolio is invested in your employer's stock? If something catastrophic happened to your place of employment would you be downsized along with 40% of your total investment accounts?
Our integrated wealth management service is a combination of our personal financial planning and investment management services where we work our way through risk management questions similar to the ones above. We collaboratively analyze every aspect of your financial life, make a holistic plan with you for us both to follow with built in check points to track our progress and adjust our plans as we need.