1555 Plaza West Drive
With an increase in the number of affluent investors in recent years, there has been an increasing demand for sophisticated financial solutions and expertise throughout the world. Traditionally, the affluent clients of investment firms demanded a greater level of service and knowledge including advice on the use of various estate planning vehicles, business-succession or stock-option planning, and the occasional use of derivatives for large blocks of stock.
Wealth management as an investment-advisory discipline incorporates wholistic financial planning, investment portfolio management and a number of aggregated financial services. High-net-worth individuals, small-business owners and families who desire the assistance of an experienced financial advisory specialist call upon wealth managers to coordinate retail banking, estate planning, legal resources, tax professionals and investment management. We are professional wealth managers who work to enhance the income, growth and tax-favored treatment of long-term investors. One must already have accumulated some amount of wealth for wealth management strategies to be effective. Call us today for an appointment.