Wealth management means taking care of the needs of affluent clients as part of a long-term consultative relationship. It derives integrated solutions to complex challenges, and does so in close consultation with the client. Depending on the needs of each investor, wealth management may involve a diverse range of offerings such as investment management, financial planning, retirement, estate planning, tax planning, asset protection, and cash flow and debt management.
The basis of successful wealth management is a consultative approach using a defined process. We have developed a Consultative Client Management process which revolves around a series of client meetings. These meetings allow us to work in partnership with our clients by focusing on developing a comprehensive set of solutions for each client.