Wealth Management _________________________________________________________________________ Managing one’s wealth is a relationship that consists of trust and confidence. When it comes to investment management we believe one size doesn’t fit all. Our unique process allows us to use the tools necessary to establish a plan specific to your financial goals. Our trusted advisors use unique tools to create a program specific to you. We analyze your risk, time horizon, and future liquidity needs. Based on these items we create a portfolio outlining strategies and goals to guide you to your financial needs and wants. Once we have implemented your plan specific needs we regularly evaluate and review to help ensure you are on track for your financial goals.Understand client’s goals, preferences, risk tolerance, and time horizonDevelop an appropriate asset allocationCreate an investment policy statementManage client expectationsPrudently invest and monitor portfolio _________________________________________________________________________ 13 Wealth Management Issues InvestmentsQualified Retirement PlansStock compensationInsurance Liabilities/Liquidity NeedsTilting of Assets/Asset ProtectionDurable Power of Attorney & Medical DetectivesExecutor/TrusteeGifting to Children/Descendants/Others during Life Charitable Gifting During LifeDistribution of Wealth at Death to Spouse/Descendants/othersCharitable Inclinations at DeathBusiness Owner Interests _________________________________________________________________________ Learn More and Get Started Name Email Address Phone Question Thank you! Oops!